Foss Home and Village 403(b) match, vesting and fees
What Foss Home and Village's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Valic Retirement Services Co. | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Foss Home and Village: employer contribution per participant | $754 | |
| Peer median | $1,468 |
| Foss Home and Village: average balance | $47,769 | |
| Peer median | $37,786 |
| Foss Home and Village: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $19.4M at the end of plan year 2021 to $20.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 551 | $20.9M | $330K | $754 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 468 | $19.2M | $337K | $759 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 483 | $16.8M | $309K | $682 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 461 | $19.4M | $311K | $722 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Foss Home and Village match 401(k) contributions?
The match terms for the Foss Home Tax Deferred Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $330K in employer contributions, about $754 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Foss Home and Village 401(k) match vested?
The vesting schedule for the Foss Home Tax Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Foss Home and Village 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valic Retirement Services Co.. The plan administrator is Foss Home and Village.
I left Foss Home and Village. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Foss Home and Village, (206) 364-1300) or the recordkeeper, Valic Retirement Services Co.. The Foss Home and Village old 401(k) page lists the contacts from every plan filing. Find an old Foss Home and Village 401(k)
Data from the public Form 5500 annual reports Foss Home and Village filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Foss Home and Village. Not financial advice. Report a correction · Methodology