Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN
EIN 94-1007751civic & social organizationLatest filing 2025
Plans
2
Retirement
2
$10.0M assets
Welfare
0
Participants
171
1 ALUMNI HOUSE - BERKELEY, CA 947207520510-900-8185LinkedIn201-500 employeescivic & social organization
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.0M assets / 171 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 ALUMNI ASSOCIATION 403(B) PLAN
403b
Assets$5.3M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN
TraditionalDB
Assets$4.7M
Participants79
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 ALUMNI ASSOCIATION 403(B) PLAN | 403b | $5.3M | 92 | 2025 | |
| 001 | CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN | TraditionalDB | $4.7M | 79 | 2025 |
Retirement plans