Plan Snapshot
- Plan Sponsor: California Independent System Operator Corporation
- Sponsor EIN: 943274043
- Sponsor Address: 250 OUTCROPPING WAY, FOLSOM, CA, 95630
- Plan Type: 401(k)
- Total Participants: 731
- Total Assets: $443.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 731 | $443.3M | $15.8M | $12.9M |
| 2023 | 710 | $385.1M | $14.6M | $11.9M |
| 2022 | 665 | $332.4M | $12.7M | $10.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $84,347 | — | $84,347 |
| BROOKSTONE CAPITAL MANAGEMENT | NONE | $11,734 | — | $11,734 |
| TALON PRIVATE WEALTH LLC | NONE | $11,703 | — | $11,703 |
| CHARLES SCHWAB & CO., INC. | NONE | $6,935 | — | $6,935 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- CHARLES SCHWAB & CO., INC. — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,719
- Estimated Expense Ratio: 0.026% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $109,081 | $84,144 | — | — | — |
| 2023 | $130,843 | $104,950 | — | — | — |
| 2022 | $136,957 | $73,249 | — | — | — |