CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION 401(k) Plan
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.
The CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION 401(k) on its latest Form 5500
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.
Who runs the CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION 401(k)?
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, CHARLES SCHWAB & CO, TALON PRIVATE WEALTH.
How to check your CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).