What public Form 5500 filings show about the California Independent System Operator Corporation 401(k) plan — and how to find and check your own account.
California Independent System Operator Corporation (EIN 94-3274043) reports CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN on its most recent Form 5500, with $443.3M in plan assets across 731 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full California Independent System Operator Corporation filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your California Independent System Operator Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BROOKSTONE CAPITAL MANAGEMENT, TALON PRIVATE WEALTH, CHARLES SCHWAB & CO.
