Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolioTH
FULLER & THALER ASSET MANAGEMENT, INC.
EIN 94-3176968investment bankingLatest filing 2025
Plans
2
Retirement
2
$50.4M assets
Welfare
0
Participants
67
411 BOREL AVENUE, SUITE 300 - SAN MATEO, CA 94402650-931-1500LinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $50.4M assets / 67 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FULLER & THALER ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$33.5M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FULLER & THALER ASSET MANAGEMENT, INC. CASH BALANCE PLAN & TRUST
CashBalance
Assets$16.9M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FULLER & THALER ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN & TRUST | ProfitSharing | $33.5M | 36 | 2024 | |
| 002 | FULLER & THALER ASSET MANAGEMENT, INC. CASH BALANCE PLAN & TRUST | CashBalance | $16.9M | 31 | 2025 |
Retirement plans