Original filing (PDF)20250530164711NAL0005360323001

GRADUATE THEOLOGICAL UNION

Name: GRADUATE THEOLOGICAL UNION — GRADUATE THEOLOGICAL UNION DC PLAN, Form 5500 (2024)
Creator: GRADUATE THEOLOGICAL UNION

Form 5500-SF

FILING_RECEIVED

GRADUATE THEOLOGICAL UNION DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

119

Plan assets (EOY)

$17.9M

Net assets (EOY)

$17.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRADUATE THEOLOGICAL UNION.

Plan sponsor

Name

GRADUATE THEOLOGICAL UNION

EIN

94-1581707

Address

2400 RIDGE RD · BERKELEY, CA · 94709

Phone

(510) 649-2400

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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