# The Posse Foundation 403(b) Plan
Source: https://planprovider.pro/companies/the-posse-foundation-403b-plan

> The Posse Foundation's 403(b) plan: 188 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Posse Foundation

- **Sponsor EIN:** 133840394

- **Sponsor Address:** 14 WALL STREET SUITE 8A-60, NEW YORK, NY, 10005

- **Plan Type:** 403(b)

- **Total Participants:** 188

- **Total Assets:** $9.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|188|$9.2M|$267,594|$610,493|

| 2023|188|$7.5M|$218,474|$543,704|

| 2022|167|$5.9M|$205,594|$528,298|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CBIZ, CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$4,932|—|—|—|—|

| 2023|$4,783|—|—|—|—|

| 2022|$4,630|—|$4,630|—|—|

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