Plan profile · 2023
BOARD OF TRUSTEES OF CALIFORNIA MACHINISTS 401K PLAN
CALIFORNIA MACHINISTS 401K PLAN · –
Sponsor contact
Address160 WEST SANTA CLARA STREET, SAN JOSE
State / ZIPCA 951131734
Phone4082981170
EIN / Plan #943250849 / 001
Plan health
Assets (EOY)$148M
Participants1,848
Avg balance$80k
Employer contrib$5M
Distributions$9M
Red flags
Delinquent contribs$374k
Fidelity bond$500k
Bond adequate?yes
AuditorWITHUMSMITH+BROWN, PC
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| MORGAN STANLEY | – | $109k |
| WEINBERG, ROGER & ROSENFELD | 942458080 | $16k |