California Iso Retirement Savings Benefits Plan
Sponsored by California Independent System Operator Corporation · EIN 943274043 · Plan #001
- Total assets
- $443M
- Net assets
- $443M
- Active participants
- 731
- With balances
- 950
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Brookstone Capital Management Llc CRD 141413 | deterministic · 100% | 2024 |
| Tao Private Wealth, Llc CRD 340979 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $84,347 |
| Brookstone Capital Management | Investment advisory (participants), Direct payment from the plan | $11,734 |
| Talon Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $11,703 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $6,935 |