What public Form 5500 filings show about the California School Employees Association 401(k) plan — and how to find and check your own account.
California School Employees Association (EIN 94-1301733) reports CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION 401(K) PLAN on its most recent Form 5500, with $42.1M in plan assets across 276 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 School Employees Association filing — schedules, fees, and providers.
California School Employees Association’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask California School Employees AssociationHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MILLIMAN, MATRIX TRUST, MEKETA, PRINCIPAL CUSTODY SOLUTIONS, US BANK, NWK GROUP.
