Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$32.8M
- PLAN & TRUST (#002)$16.9M
Filings through .
Top hat
Fuller & Thaler Asset Management, Inc.
EIN 94-3176968investment bankingLatest filing 2025
Plans
2
Retirement
2
$49.6M assets
Health & Benefits
0
Participants
66
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 / $49.6M assets / 66 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FULLER & THALER ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN & TRUST
Profit-sharing
Assets$32.8M
Participants35
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
FULLER & THALER ASSET MANAGEMENT, INC. CASH BALANCE PLAN & TRUST
Cash balance
Assets$16.9M
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FULLER & THALER ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN & TRUST | Profit-sharing | $32.8M | 35 | 2025 |
| #002 | FULLER & THALER ASSET MANAGEMENT, INC. CASH BALANCE PLAN & TRUST | Cash balance | $16.9M | 31 | 2025 |
- #001 · Profit-sharing · 202535
- #002 · Cash balance · 202531
Retirement plans