California Institute Of The Arts Retirement Plan
Sponsored by California Institute Of The Arts · EIN 956102146 · Plan #001
- Total assets
- $97.0M
- Net assets
- $97.0M
- Active participants
- 502
- With balances
- 799
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $67,788 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |