California State University, Fresno Foundation 401(K) Plan — Form 5500 plan (California State University, Fresno Foundation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, California State University, Fresno Foundation 401(K) Plan is a benefit plan reported by California State University, Fresno Foundation under EIN 94-6003272 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,346 participants and $16,831,380 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California State University, Fresno Foundation
- EIN
- 94-6003272
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 1,346
- End-of-year plan assets
- $16,831,380
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,346 | H, C | 20250725172816NAL0003591859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,831,380
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,831,380
- Net assets (BOY)
- $14,792,908
Income & contributions
- Employer contributions
- $1,025,233
- Participant contributions
- $604,155
- Total contributions
- $1,638,627
- Total income / additions
- $3,790,702
Expenses & distributions
- Benefits paid
- $1,628,640
- Administrative expenses
- $123,590
- Total expenses
- $1,752,230
- Net increase / (decrease)
- $2,038,472
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial, LLC | ADVISOR | $37,774 | not reported in the loaded dataset | 2023 |
| Nexus Administrators | CONTRACT ADMIN | $27,945 | $7,343 | 2023 |
| Moore Grider & Company | AUDITOR | $20,250 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | NONE | $7,346 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California State University, Fresno Foundation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Lpl Financial, LLC — Schedule C compensation
- Nexus Administrators — Schedule C compensation
- Moore Grider & Company — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation