Original filing (PDF)20250117180101NAL0013666995001

THE STUDENT UNION OF SAN JOSE STATE UNIVERSITY

Name: THE STUDENT UNION OF SAN JOSE STATE UNIVERSITY — SUSJSU 403(B) PLAN, Form 5500 (2023)
Creator: THE STUDENT UNION OF SAN JOSE STATE UNIVERSITY

Form 5500-SF

FILING_RECEIVED

SUSJSU 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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 THE STUDENT UNION OF SAN JOSE STATE UNIVERSITY.

Plan sponsor

Name

THE STUDENT UNION OF SAN JOSE STATE UNIVERSITY

EIN

94-2830732

Address

STUDENT UNION BUILDING MAIN RM 2500 · 211 SOUTH 9TH STREET · SAN JOSE, CA · 951920155

Phone

(408) 924-6371

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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