# Tecolote Research, INC. DC Plan
Source: https://planprovider.pro/companies/tecolote-research-inc-952834773-002

> Tecolote Research, INC.'s DC plan: 632 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tecolote Research, INC.

- **Sponsor EIN:** 952834773

- **Sponsor Address:** 420 S. FAIRVIEW AVENUE, SUITE 201, GOLETA, CA, 931173654

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 632

- **Total Assets:** $209.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|632|$209.9M|$11.7M|$0|

| 2023|619|$188.6M|$10.9M|$0|

| 2022|566|$156.6M|$9.6M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SCHWAB RETIRMENT PLAN SERVICES INC|Recordkeeper|$90,992|—|$90,992|

| GERBER KAWASAKI WEALTH &|Other Service Provider|$83,277|—|$83,277|

| NFP RETIREMENT INC|Investment Advisor|$36,750|—|$36,750|

| WEST COAST FINANCIAL LLC|Other Service Provider|$5,652|—|$5,652|

| FINANCIAL PLANNING|Other Service Provider|$5,059|—|$5,059|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIRMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [NFP RETIREMENT INC](https://planprovider.pro/provider/accelerate-retirement) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $221,730

- **Estimated Expense Ratio:** 0.106% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$225,753|$157,407|—|—|—|

| 2023|$198,424|$130,934|—|—|—|

| 2022|$159,263|$85,807|—|—|—|

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