AUMdb

The California Endowment Cash Balance Plan

Sponsored by The California Endowment · EIN 954523232 · Plan #004

Total assets
$22.2M
Net assets
$22.2M
Active participants
96
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Ins. Co. Of America Recordkeeping fees $88,786