How big is The Posse Foundation's plan?

The Posse Foundation's plan reported $9.2M in assets and 188 participants for 2024.

Original filing (PDF)20250903084510NAL0008956323001

The Posse Foundation

Name: The Posse Foundation — The Posse Foundation, Form 5500 (2024)
Creator: The Posse Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Posse Foundation Retirement Savings Plan

403(b) retirement plan · The Posse Foundation's The Posse Foundation Retirement Savings Plan held $9.2M in plan assets for 188 participants in 2024, with Metlife Life Insurance Company as recordkeeper.

Active participants

188

Accounts w/ balance

230

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

People on this filing

Francis Occena signed The Posse Foundation's 2024 Form 5500 as plan administrator.

Francis Occena — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Posse Foundation's EIN is 13-3840394.

EIN 13-3840394

Plan number 003

Plan year 2024

ACK ID 20250903084510NAL0008956323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Posse Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Posse Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE POSSE FOUNDATION.

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How this plan invests

This plan

59 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (89th percentile).

Plan sponsor

Name

THE POSSE FOUNDATION

EIN

all filings

Address

14 WALL STREET SUITE 8A-60 · NEW YORK, NY · 10005

Phone

(212) 405-1691

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

CBIZ, CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
METLIFE LIFE INSURANCE COMPANY	—	CHARLOTTE, NC	RECORDKEEPER	$5K	—

Investments

59 direct securities· $8.9M(98% of reported assets)

Other securities

$5.0M

31 holdings

Mutual Funds

$3.3M

22 holdings

Common Stocks

$260K

2 holdings

U.S. Treasuries

$238K

1 holding

Common Collective Trusts

$143K

1 holding

Participant loans

$28K

1 holding

Bonds / Notes

$28K

1 holding

					% of plan
BHFT Brighthouse Asset Allocation 60 A Variable Annuities	Other securities	—	—	$758K	8.3%
BHFT Brighthouse Asset Allocation 80 A Variable Annuities	Other securities	—	—	$663K	7.2%
Fidelity (R) VIP Growth Variable Annuities	Mutual Funds	—	—	$609K	6.7%
Fidelity VIP Freedom 2050 Service Cl 2 Variable Annuities	Mutual Funds	—	—	$597K	6.5%
MetLife Fixed Annuity Fixed Annuity	Other securities	—	—	$544K	5.9%
BHFT MetLife Stock Index Class A Variable Annuities	Other securities	—	—	$399K	4.4%
American Funds (R) Gro Fund 2 Variable Annuities	Mutual Funds	—	—	$360K	3.9%
BHFTI Loomis Sayles Growth Portfolio A Variable Annuities	Other securities	—	—	$339K	3.7%
Fidelity Freedom 2045 Portfolio Class 2 Variable Annuities	Mutual Funds	—	—	$272K	3.0%
BHFT MetLife Mid Cap Stock Index Class A Variable Annuities	Other securities	—	—	$258K	2.8%
BHFT T. Rowe Price Large Cap Growth A Variable Annuities	Other securities	—	—	$241K	2.6%
BHFT Western Asset Mgmt Strat Bond Opp Variable Annuities	U.S. Treasuries	—	—	$238K	2.6%
BHFT Jennison Growth Class A Variable Annuities	Other securities	—	—	$224K	2.4%
BHFT T. Rowe Price Small Cap Growth A Variable Annuities	Other securities	—	—	$223K	2.4%
BHFT T. Rowe Price Mid Cap Growth CL A Variable Annuities	Common Stocks	—	—	$213K	2.3%
Fidelity (R) VIP Equity-Income Variable Annuities	Mutual Funds	—	—	$211K	2.3%
BHFT BlackRock Capital Appreciation E Variable Annuities	Other securities	—	—	$205K	2.2%
Fidelity VIP Freedom 2040 Service Cl 2 Variable Annuities	Mutual Funds	—	—	$204K	2.2%
Victory Sycamore Mid Cap Val Port A Variable Annuities	Other securities	—	—	$177K	1.9%
BHFT BH/Franklin Low Duration Tot Ret B Variable Annuities 565 BHFTI Morgan Stanley Discovery Port A Variable Annuities	Mutual Funds	—	—	$152K	1.7%
BHFT Harris Oakmark International CL E Variable Annuities	Other securities	—	—	$143K	1.6%
BHFT MetLife Russell 2000 Index Port A Variable Annuities	Common Collective Trusts	—	—	$143K	1.6%
Fidelity VIP Freedom 2060 Service Cl 2 Variable Annuities	Mutual Funds	—	—	$131K	1.4%
BHFT MFS Research International Class A Variable Annuities 134 BHFT MFS Value Class A Variable Annuities	Mutual Funds	—	—	$130K	1.4%
American Funds Growth-Income Fund 2 Variable Annuities	Mutual Funds	—	—	$112K	1.2%
BHFT PIMCO Total Return Class A Variable Annuities	Mutual Funds	—	—	$111K	1.2%
BHFT Brighthouse Asset Allocation 40 A Variable Annuities	Other securities	—	—	$87K	0.9%
BHFT American Fund Growth Allocation C Variable Annuities	Other securities	—	—	$82K	0.9%
Fidelity VIP Freedom 2030 Service Cl 2 Variable Annuities	Mutual Funds	—	—	$77K	0.8%
BHFT MetLife MSCI EAFE Index - Class A Variable Annuities	Other securities	—	—	$76K	0.8%
Calvert VP SRI Mid Cap Portfolio X Variable Annuities	Other securities	—	—	$76K	0.8%
BHFT American Fund Balanced Allocation C Variable Annuities	Other securities	—	—	$66K	0.7%
BHFT Western Asset Mgmt US Government A Variable Annuities	Other securities	—	—	$64K	0.7%
BHFT American Fund Moderate Allocation C Variable Annuities	Other securities	—	—	$63K	0.7%
American Funds (R) VIS Glob Sm Cap CL 2 Variable Annuities	Mutual Funds	—	—	$62K	0.7%
BHFTI Loomis Sayles Global Alloc Port B Variable Annuities	Other securities	—	—	$60K	0.7%
BHFTI Invesco Global Equity Portfolio Variable Annuities	Mutual Funds	—	—	$56K	0.6%
BHFT INVESCO Small Cap Growth Class E Variable Annuities	Mutual Funds	—	—	$49K	0.5%
BHFT SSGA Growth ETF Class E Variable Annuities	Common Stocks	—	—	$47K	0.5%
BHFT SSGA Growth & Income ETF Class E Variable Annuities	Other securities	—	—	$45K	0.5%
Fidelity Freedom 2035 Portfolio Class 2 Variable Annuities	Mutual Funds	—	—	$45K	0.5%
Fidelity VIP Freedom 2055 Service Cl 2 Variable Annuities	Mutual Funds	—	—	$43K	0.5%
Fidelity VIP Freedom 2020 Service Cl 2 Variable Annuities 394 Fidelity VIP Freedom 2025 Service Cl 2 Variable Annuities	Mutual Funds	—	—	$36K	0.4%
MetLife Fixed Annuity Fixed Annuity	Other securities	—	—	$30K	0.3%
BHFT CBRE Global Real Estate Portfolio Variable Annuities	Other securities	—	—	$29K	0.3%
PARTICIPANT LOANS VARIOUS	Participant loans	—	$28K	$28K	0.3%
Notes receivable from participants 4.25% - 9.50% interest rate,	Bonds / Notes	—	—	$28K	0.3%
MetLife Fixed Annuity Fixed Annuity	Other securities	—	—	$28K	0.3%
BHFT Loomis Sayles Small Cap Growth A Variable Annuities	Other securities	—	—	$27K	0.3%
BHFT MetLife Aggregate Bond Index A Variable Annuities	Other securities	—	—	$26K	0.3%