Fuller Theological Seminary 403(b) match, vesting and fees
What Fuller Theological Seminary's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Fuller Theological Seminary: employer contribution per participant | $364 | |
| Peer median | $2,130 |
| Fuller Theological Seminary: average balance | $52,061 | |
| Peer median | $126,258 |
| Fuller Theological Seminary: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.07% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $94.7M at the end of plan year 2021 to $91.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,777 | $91.3M | $638K | $364 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 1,780 | $85.1M | $644K | $367 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 1,778 | $80.3M | $488K | $280 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 1,791 | $94.7M | $534K | $305 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Fuller Theological Seminary match 401(k) contributions?
The match terms for the Fuller Theological Seminary Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $638K in employer contributions, about $364 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fuller Theological Seminary 401(k) match vested?
The vesting schedule for the Fuller Theological Seminary Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fuller Theological Seminary 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Fuller Theological Seminary.
I left Fuller Theological Seminary. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fuller Theological Seminary, (626) 584-5468) or the recordkeeper, TIAA. The Fuller Theological Seminary old 401(k) page lists the contacts from every plan filing. Find an old Fuller Theological Seminary 401(k)
Data from the public Form 5500 annual reports Fuller Theological Seminary filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Fuller Theological Seminary. Not financial advice. Report a correction · Methodology