Retirement plan

CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN

Name: CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION - CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN (2025) Form 5500
Creator: CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN, CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION

CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATIONEIN 94-3274043Plan #001PY 2025

250 OUTCROPPING WAY - FOLSOM, CA 95630916-608-7000

Prospect flagsLow returnsHigh assets / participantCorrective distributions

Top hat statement on fileNQDC

Filed March 15, 1

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$513M

+15.7% from 2024

Total participants

971

+1.5% from 2024

Average account balance

$531,612

+13.9% from 2024

Annual return

14.47%

+0.20 pp from 2024

Benchmarks

See 42 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants250-999

Cohort42 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$513.01M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$532K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

965

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31.26M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$42K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.47%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$152

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 8 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$97,199
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782	Securities brokerage; Float revenue; ...	$16,612
245 INVESTMENTS LLC1 year Service code 26 · EIN 99-0572748	Advisory (Participants)	$10,921
BEACON POINTE ADVISORS LLC9 years Filed as: BEACON CAPITAL MANAGEMENT INC Service code 26 · EIN 31-1720376	Advisory (Participants)	$10,304
TALON PRIVATE WEALTH LLC2 years Service code 26 · EIN 84-2777563	Advisory (Participants)	$9,824
BROOKSTONE CAPITAL MANAGEMENT5 years Service code 26 · EIN 20-5073624	Advisory (Participants)	$9,426
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800	Advisory (Participants)	$6,838
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB & CO.INC AND AFFIL Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2K2R2S2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$146K

$195 / participant

Recordkeeping$21K14.2%
Investment mgmt$126K85.8%

% of EOY assets

0.029%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$531,612

$197,941+168.6%

$100,534+428.8%

$85,563+521.3%

Participation rate

99.2%

83.8%+15.4pp

80.6%+18.6pp

66.0%+33.2pp

Annual return

14.47%

21.00%-6.5pp

32.66%-18.2pp

31.51%-17.0pp

Employer contribution / active EE

$22,723

$7,157+217.5%

$4,346+422.8%

$2,654+756.3%

Participant deferral / active EE

$18,842

$9,061+107.9%

$6,144+206.7%

$4,375+330.7%

Admin fee / account holder

$152

$1,158-86.9%

$7,654-98.0%

$834-81.8%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.8 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$97,199

CHARLES SCHWAB & CO., INC.11+ years

Service code 33 · EIN 94-1737782

Securities brokerage; Float revenue; ...

$16,612

245 INVESTMENTS LLC1 year

Service code 26 · EIN 99-0572748

Advisory (Participants)

$10,921

BEACON POINTE ADVISORS LLC9 years

Filed as: BEACON CAPITAL MANAGEMENT INC

Service code 26 · EIN 31-1720376

Advisory (Participants)

$10,304

TALON PRIVATE WEALTH LLC2 years

Service code 26 · EIN 84-2777563

Advisory (Participants)

$9,824

BROOKSTONE CAPITAL MANAGEMENT5 years

Service code 26 · EIN 20-5073624

Advisory (Participants)

$9,426

FISHER INVESTMENTS1 year

Service code 26 · EIN 20-2480800

Advisory (Participants)

$6,838

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB & CO.INC AND AFFIL

Service code 59

Shareholder Servicing

CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion