Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $30.0M assets / 75 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | SCHOOL SERVICES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $23.2M | 43 | 2025 |
| #002 | SCHOOL SERVICES OF CALIFORNIA, INC. DEFINED CONTRIBUTION PENSION PLAN | ESOP | $6.7M | 32 | 2025 |