California State University, Fresno Foundation 401(k) Plan
Sponsored by California State University, Fresno Foundation · EIN 946003272 · Plan #001
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 1,323
- With balances
- 511
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $109,183 |
| Lpl Financial, Llc | Investment advisory (plan) | $42,582 |
| Nexus Administrators, Inc. | Contract administrator | $23,198 |