Original filing (PDF)20250912131008NAL0001325905001

FULLER & THALER ASSET MANAGEMENT, INC.

Name: FULLER & THALER ASSET MANAGEMENT, INC. — FULLER & THALER ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: FULLER & THALER ASSET MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

FULLER & THALER ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$33.5M

Net assets (EOY)

$33.5M

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 FULLER & THALER ASSET MANAGEMENT, INC..

Plan sponsor

Name

FULLER & THALER ASSET MANAGEMENT, INC.

EIN

94-3176968

Address

411 BOREL AVENUE, SUITE 300 · SAN MATEO, CA · 94402

Phone

(650) 931-1500

Industry

Finance & Insurancesee 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

2025-09-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

2S · Automatic enrollment

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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