Plan Snapshot
- Plan Sponsor: Fuller Theological Seminary
- Sponsor EIN: 951699394
- Sponsor Address: 135 N. OAKLAND AVE., PASADENA, CA, 91182
- Plan Type: 403(b)
- Total Participants: 946
- Total Assets: $91.3M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 946 | $91.3M | $638,041 | $1.6M |
| 2023 | 934 | $85.1M | $643,978 | $1.5M |
| 2022 | 887 | $80.3M | $487,729 | $1.4M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $2,264 | — | $275 | — | — |
| 2023 | $1,860 | — | $275 | — | — |
| 2022 | $1,258 | $1,083 | $175 | — | — |