Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CALIFORNIA INSTITUTE OF ADVANCED MANAGEMENT
EIN 45-2648658civic & social organizationLatest filing 2025
Plans
2
Retirement
2
$474K assets
Welfare
0
Participants
48
1000 S. FREMONT AVE - MAILBOX #45, BUILDING A10, 4TH FLOOR, STE 10402 - ALHAMBRA, CA 91803626-350-1500gociam.orgLinkedIn11-50 employeescivic & social organization
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $474K assets / 48 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CALIFORNIA INSTITUTE OF ADVANCED MANAGEMENT 401(K) PLAN
401k
Assets$398K
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CALIFORNIA INSTITUTE OF ADVANCED MANAGEMENT 403(B) RETIREMENT PLAN
403b
Assets$76K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CALIFORNIA INSTITUTE OF ADVANCED MANAGEMENT 401(K) PLAN | 401k | $398K | 47 | 2025 | |
| 001 | CALIFORNIA INSTITUTE OF ADVANCED MANAGEMENT 403(B) RETIREMENT PLAN | 403b | $76K | 1 | 2025 |
Retirement plans