California Western School Of Law Defined Contribution Retirement Plan
Sponsored by California Western School Of Law · EIN 952944594 · Plan #001
- Total assets
- $72.4M
- Net assets
- $72.4M
- Active participants
- 110
- With balances
- 354
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Altere Financial, Llc CRD 332723 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $43,478 |
| Alerus Financial | Investment advisory (plan), Direct payment from the plan | $22,500 |
| West, Rhode & Roberts | Accounting, Direct payment from the plan | $16,000 |
| Alerus Investment Advisors | Investment management, Direct payment from the plan | $7,500 |