Filings through Oct 24, 2026.

Tekla Research, Inc. 401(k) Plan

Name: TEKLA RESEARCH, INC. - TEKLA RESEARCH, INC. 401(K) PLAN (2024) Form 5500
Creator: TEKLA RESEARCH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEKLA RESEARCH, INC. 401(K) PLAN, TEKLA RESEARCH, INC.

Tekla Research, Inc.EIN 54-1773706Plan #001PY 2024

46655 EXPEDITION DRIVE, SUITE 200 - LEXINGTON PARK, MD 20653703-492-2620teklaresearch.comLinkedIn51-200 employeesdefense & space

How to read this page

Prospect flags

2 of 18 flags tripped on the 2024 filing.

How flags work

Opportunity
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Schedule H, line 2i
Opportunity
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Schedule H, line 4i

Total assets (EOY)

$30.4M

+12.8% from 2023

Total participants

365

+5.2% from 2023

Average account balance

$84,084

+8.1% from 2023

Annual return

16.24%

-4.33 pp from 2023

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Schedule H, Parts I and II See about 3,319 peers

Industry: 54 - Professional, Scientific, and Technical Services
Plan type: Defined contribution
Participants: 250-999
Cohort: 3,319 peers
Snapshot: 2024

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.

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Percentile for each metric
Middle 50% of peers
Peer median
This plan's value next to its peers

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Plan history

Showing the 2024 filing, 1 of 10 years on record. Charts need 3 years.

2024 filing

Total assets (EOY): $30,438,398
Participants: 365
Contributions: $4,107,071
Annual return: 16.24%

2023 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

2022 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

Older filings: assets, participants, contributions and return for each year are on Pro.

9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Assets, participants and contributions by year
Annual return by year
Year-over-year charts

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Expense breakdown

$122K in admin expenses, $333 per participant (all participants, line 6f).

Schedule H, line 2i

Contract admin$122K (100%)

Admin expense ratio

0.399%

Admin expenses as % of EOY assets; fund fees not included

Categories reported

1 / 9

subdivided buckets used

Investments

This section lists the funds on the plan's investment schedule and what changed since the prior filing.

Fund lineup

20 funds of $250K or more; 22 lines in all, holding $30.0M of the plan's $30.4M. Recordkeeper: Lincoln Financial.

2024 filing, Schedule H, line 4i

In collective trusts0%median 0% for plans of $5M to $50M (40,449 plans)

In index funds77%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series43%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 43% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages	Vanguard	Mutual fund	$12.8M	42.6%
or Similar Party Rate of Interest, Collateral, Par, or Maturity Value Cost Manager not matched · Mutual fund	Not yet matched	Mutual fund	$5.4M	17.9%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$3.8M	12.5%
Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$3.3M	11.1%
Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$845K	2.8%
Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$752K	2.5%
Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$555K	1.8%
Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund	Lincoln Financial	Insurance contract	$496K	1.7%
Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$409K	1.4%
NEW World Fund INC Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$389K	1.3%

Fund	Manager	Vehicle	Dollars	% of funds
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro

12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.

12 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Every fund in the lineup
Manager, vehicle and dollars per fund
Share of plan assets
Every change since the prior filing

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Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Top 1 by compensation.

Schedule C

Provider	Service type	Compensation
LINCOLN FINANCIAL ADVISORS CORP7 years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46801 Contract Administrator	Contract Administrator	$121,509

Audit opinion

Schedule H, Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor: BDO USA, P.C.
Auditor EIN: 13-5381590
Audit fees: Not reported separately
Opinion code: Unqualified

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

7 feature codes on the 2024 filing.

Line 8a

Plan feature codes2E2F2G2J2K2T3D

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Look up a plan sponsor by EIN. The free Form 5500 search needs no account.

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 11 vintages

$12.8M

42.6%

Manager not matched · Mutual fund

$5.4M

17.9%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$3.8M

12.5%

Vanguard Growth Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$3.3M

11.1%

Vanguard Value Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$845K

2.8%

Vanguard Mid-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$752K

2.5%

Vanguard Small-Cap Growth Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$555K

1.8%

Lincoln Stable Value Account

Lincoln Financial · Insurance contract

Recordkeeper's own fund

$496K

1.7%

Vanguard Small-Cap Value Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$409K

1.4%

NEW World Fund INC Class R-6

Capital Group · Mutual fund

$389K

1.3%

Provider

Compensation

LINCOLN FINANCIAL ADVISORS CORP7 years

Filed as: LINCOLN NATIONAL CORPORATION

Service code 13 · EIN 35-0472300

PO BOX 2212 · FORT WAYNE, IN 46801

Contract Administrator

$121,509

Tekla Research, Inc. 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

Plan design

Plan features

Tekla Research, Inc. 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Tekla Research, Inc. 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

Plan design

Plan features

Tekla Research, Inc. 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion