Kosse Partners I 401(k) match, vesting and fees
What Kosse Partners I's 401(k) 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 | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Kosse Partners I: employer contribution per participant | $2,272 | |
| Peer median | $1,803 |
| Kosse Partners I: average balance | $62,858 | |
| Peer median | $48,934 |
| Kosse Partners I: admin expenses ÷ assets | 0.65% | |
| Peer median | 0.31% |
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 $14.2M at the end of plan year 2021 to $14.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 249 | $14.3M | $516K | $2,272 | 0.65% | Not published | Form 5500 ↗ |
| 2023 | 267 | $12.2M | $496K | $2,025 | 0.70% | Not published | Form 5500 ↗ |
| 2022 | 315 | $11.7M | $474K | $1,641 | 0.66% | Not published | Form 5500 ↗ |
| 2021 | 334 | $14.2M | $589K | $1,984 | 0.67% | Not published | Form 5500 ↗ |
Common questions
Does Kosse Partners I match 401(k) contributions?
The match terms for the Fortress Solutions 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $516K in employer contributions, about $2,272 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kosse Partners I 401(k) match vested?
The vesting schedule for the Fortress Solutions 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kosse Partners I 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Company. The plan administrator is Kosse Partners I, LLC.
I left Kosse Partners I. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kosse Partners I, LLC, (214) 453-5600) or the recordkeeper, John Hancock Life Insurance Company. The Kosse Partners I old 401(k) page lists the contacts from every plan filing. Find an old Kosse Partners I 401(k)
Data from the public Form 5500 annual reports Kosse Partners I 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 Kosse Partners I. Not financial advice. Report a correction · Methodology