Original filing (PDF)20260413124518NAL0018060352001

California State University, Fresno Foundation

Name: California State University, Fresno Foundation — Form 5500 Plan 001 (2024)
Creator: California State University, Fresno Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

California State University, Fresno Foundation 401(k) Plan

401(k) retirement plan · California State University, Fresno Foundation's California State University, Fresno Foundation 401(k) Plan held $18.8M in plan assets for 1,323 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributions~93 bps in Sched C fees

Active participants

1,323

Accounts w/ balance

511

Plan assets (EOY)

$18.8M

Net assets (EOY)

$18.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 48K (3% of contributions).
Total administrative cost in the bottom quartile of peers (13th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALIFORNIA STATE UNIVERSITY, FRESNO FOUNDATION.

Plan sponsor

Name

CALIFORNIA STATE UNIVERSITY, FRESNO FOUNDATION

EIN

94-6003272all filings

Address

2771 E. SHAW AVE. · FRESNO, CA · 93710

Phone

(559) 278-0860

Industry

Educational Services

Plan administrator