Fielding Graduate University 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fielding Graduate University
  • Sponsor EIN: 952882724
  • Sponsor Address: 2020 DE LA VINA ST., SANTA BARBARA, CA, 93105
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 194
  • Total Assets: $40.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023194$40.6M$736,597$957,856
2022212$42.1M$782,067$1.1M

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