# California Independent System Operator Corporation 401(k) Plan
Source: https://planprovider.pro/companies/california-independent-system-operator-corporation-401k-plan

> California Independent System Operator Corporation's 401(k) plan: 731 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/california-independent-system-operator-corporation-401k-plan)

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