Pga Tour First Tee Foundation 401(k) match, vesting and fees
What Pga Tour First Tee Foundation'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 | Schwab Retirement Plan Services Inc | Schedule C ↗ |
| Independent auditor | Assurance Dimensions (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Pga Tour First Tee Foundation: employer contribution per participant | $3,014 | |
| Peer median | $1,803 |
| Pga Tour First Tee Foundation: average balance | $91,898 | |
| Peer median | $48,934 |
| Pga Tour First Tee Foundation: admin expenses ÷ assets | 0.03% | |
| 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 $8.6M at the end of plan year 2021 to $9.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 108 | $9.9M | $326K | $3,014 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 113 | $9.2M | $319K | $2,821 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 125 | $7.4M | $290K | $2,319 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 121 | $8.6M | $256K | $2,148 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Pga Tour First Tee Foundation match 401(k) contributions?
The match terms for the First Tee Foundation Employees Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $326K in employer contributions, about $3,014 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pga Tour First Tee Foundation 401(k) match vested?
The vesting schedule for the First Tee Foundation Employees Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pga Tour First Tee Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services Inc. The plan administrator is Pga Tour First Tee Foundation, Inc..
I left Pga Tour First Tee Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pga Tour First Tee Foundation, Inc., (904) 940-4000) or the recordkeeper, Schwab Retirement Plan Services Inc. The Pga Tour First Tee Foundation old 401(k) page lists the contacts from every plan filing. Find an old Pga Tour First Tee Foundation 401(k)
Data from the public Form 5500 annual reports Pga Tour First Tee Foundation 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 Pga Tour First Tee Foundation. Not financial advice. Report a correction · Methodology