Schusterman Interests 401(k) match, vesting and fees
What Schusterman Interests' 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Hogantaylor LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 157 defined-contribution plans in management of companies and enterprises with 100 to 499 participants.
| Schusterman Interests: employer contribution per participant | $7,105 | |
| Peer median | $1,900 |
| Schusterman Interests: average balance | $368,539 | |
| Peer median | $90,270 |
| Schusterman Interests: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.26% |
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 $137M at the end of plan year 2021 to $172M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 472 | $172M | $3.3M | $7,105 | 0.01% | Not published | Form 5500 ↗ |
| 2024 | 470 | $152M | $3.5M | $7,598 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 500 | $140M | $3.6M | $7,149 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 465 | $115M | $3.2M | $6,874 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 454 | $137M | $2.9M | $6,439 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Schusterman Interests match 401(k) contributions?
The match terms for the The Schusterman Interests, LLC Employees' Thrift Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $3.3M in employer contributions, about $7,105 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Schusterman Interests 401(k) match vested?
The vesting schedule for the The Schusterman Interests, LLC Employees' Thrift Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Schusterman Interests 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group, Inc.. The plan administrator is Schusterman Interests, LLC Investment Committee.
I left Schusterman Interests. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Schusterman Interests, LLC Investment Committee, (918) 879-0279) or the recordkeeper, The Vanguard Group, Inc.. The Schusterman Interests old 401(k) page lists the contacts from every plan filing. Find an old Schusterman Interests 401(k)
Data from the public Form 5500 annual reports Schusterman Interests 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 Schusterman Interests. Not financial advice. Report a correction · Methodology