2023 Form 5500 filing — California State University, Fresno Foundation 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250725172816NAL0003591859001) for California State University, Fresno Foundation 401(K) Plan, reported by California State University, Fresno Foundation under EIN 94-6003272 and plan number 001. It reports 1,346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250725172816NAL0003591859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California State University, Fresno Foundation
- EIN
- 94-6003272
- Plan number
- 001
- Location
- Fresno, CA
- Participants
- 1,346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,831,380
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,831,380
- Employer contributions
- $1,025,233
- Participant contributions
- $604,155
- Total income / additions
- $3,790,702
- Benefits paid
- $1,628,640
- Administrative expenses
- $123,590
- Total expenses
- $1,752,230
- Net increase / (decrease)
- $2,038,472
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial, LLC | ADVISOR | $37,774 | not reported in the loaded dataset |
| Nexus Administrators | CONTRACT ADMIN | $27,945 | $7,343 |
| Moore Grider & Company | AUDITOR | $20,250 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | NONE | $7,346 | $0 |