California School Employees Association 401(k) Plan
Sponsored by California School Employees Association · EIN 941301733 · Plan #004 · San Jose, CA
- Total assets
- $42.1M
- Net assets
- $42.1M
- Active participants
- 276
- With balances
- 275
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 |
|---|---|---|
| Nwk Group, Inc. CRD 124186 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $42,246 |
| Nwk Group Inc | Consulting (pension), Investment advisory (plan), Investment management | $26,750 |
| Matrix Trust Company | Custodial (securities), Trustee (directed), Direct payment from the plan | $11,422 |