Posse Foundation 403(b) match, vesting and fees
What Posse Foundation'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 | Metlife Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cbiz, Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 590 defined-contribution plans in educational services with 100 to 499 participants.
| Posse Foundation: employer contribution per participant | $1,357 | |
| Peer median | $1,800 |
| Posse Foundation: average balance | $46,995 | |
| Peer median | $72,234 |
| Posse Foundation: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.18% |
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 $6.6M at the end of plan year 2021 to $10.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 324 | $10.8M | $312K | $1,357 | 0.05% | Not published | Form 5500 ↗ |
| 2024 | 324 | $9.2M | $268K | $1,163 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 318 | $7.5M | $218K | $989 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 297 | $5.9M | $206K | $970 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 285 | $6.6M | $211K | $1,059 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Posse Foundation match 401(k) contributions?
The match terms for the The Posse Foundation Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $312K in employer contributions, about $1,357 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Posse Foundation 401(k) match vested?
The vesting schedule for the The Posse Foundation Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Posse Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Metlife Life Insurance Company. The plan administrator is The Posse Foundation.
I left Posse Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Posse Foundation, (212) 405-1691) or the recordkeeper, Metlife Life Insurance Company. The Posse Foundation old 401(k) page lists the contacts from every plan filing. Find an old Posse Foundation 401(k)
Data from the public Form 5500 annual reports Posse Foundation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Posse Foundation. Not financial advice. Report a correction · Methodology