Page 427 - DCAC February 2024 Files
P. 427
Exhibit A: Key Information
County of San Mateo Deferred Compensation Plans
Plan Name(s) OBRA Plan
San Mateo County, CA Post Emp HRA
Plan Sponsor County of San Mateo, California
Plan Type(s) 457, 401(a), HRA
Participant Directed Investment
Options Yes
Frequency to Change Generally no restrictions; however, some funds may charge short-
Investment Options term redemption fees.
Investment Management Innovest Portfolio Solutions LLC
Consultant 7979 E. Tufts Avenue, Suite 1700
Denver, CO 80237
Third Party Administrator Empower Retirement
10
