Original filing (PDF)20251211175325NAL0006292195001

FIELDING GRADUATE UNIVERSITY

Name: FIELDING GRADUATE UNIVERSITY — FIELDING GRADUATE UNIVERSITY 401(A) DC PLAN, Form 5500 (2024)
Creator: FIELDING GRADUATE UNIVERSITY

Form 5500-SF

FILING_RECEIVED

FIELDING GRADUATE UNIVERSITY 401(A) DC PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 FIELDING GRADUATE UNIVERSITY.

Plan sponsor

Name

FIELDING GRADUATE UNIVERSITY

EIN

95-2882724

Address

2020 DE LA VINA ST. · SANTA BARBARA, CA · 93105

Phone

(805) 898-4018

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-11

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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