Planholder List 457(b) Deferred Compensation Administrator Services

Contract # 2009046

Vendor Name	Rep	Address	City	State	Zip	Phone	Fax
Bank of The West	Adam Farone	201 N. Civic Drive	Walnut Creek	CA	94596	(925) 979-2406	(925) 979-9161
CMA Solutions	Nicolina Stewart	1990 Main Street, Suite 750	Sarasota	FL	34236	(941) 309-5292	(941) 309-5293
CPI Qualified Plan Consultants	Marte Littrell	Marte Littrell	Great Bend	KS	67530	(800) 279-9916	(620) 793-9153
Edward Jones	Anthony Robinson	520 La Sierra Drive	Sacramento	CA	95864	(916) 485-4093
Edward Jones	Andrew Fiske	5676 Elvas Avenue, Suite 100	Sacramento	CA	95819	(916) 454-1776	(800) 230-5313
Edward Jones	Al Cady	2255 Watt Ave., Suite 80	Sacramento	CA	95825	(916) 978-0351	(888) 288-7601
Fidelity Investments	John Kaiser	49 North 400 West	Salt Lake City	UT	84101	(800) 868-1023	(877) 800-5762
Goodkind, Lalchandani & Hankin	Sita Lalchandani	5510 Birdcage Street, Suite 110	Citrus Heights	CA	95610	(916) 967-3208	(916) 967-3664
Great West Retirement Services	Julie Klassen	18111 Von Karman Avenue, Suite 560	Irvine	CA	92612	(800) 933-9808	(949) 474-1707
Hyas Group	Jason Davidson	6500 SW Macadam Avenue, Suite 300	Portland	OR	97239	(503) 360-3510	(503) 217-0957
ICMA Retirement Corporation	Rasch Cousineau	2101 Inverness Drive	Henderson	NV	89074	(702) 435-7608	(702) 451-4109
ICMA Retirement Corporation	Shawn Baker	2635 N 1st Street, Suite 207	San Jose	CA	95134	(202) 441-0953
ING Financial Advisors, LLC	GARY Bozin	4 North Second Street, Suite 440	San Jose	CA	95113	(408) 881-0119	(408) 292-0750
Institutional Investor, Inc.	Louis Pope	225 Park Avenue South, 6th Floor	New York	NY	10003	(212) 224-3211	(212) 224-3233
Mercer	Anderew Ness	Three James Center, 1051 East Cary Street, Suite 900	Richmond	VA	23219	(804) 344-3746	(804) 344-2601
MetLife Resources	Michael Lewis	2557 E. Taro Lane	Phoenix	AZ	85050	(480) 491-0412	(480) 607-8181
Nationwide	Dave Lewis	5900 Parkwood Place PW-01-12	Dublin	OH	43016	(614) 854-8918	(614) 854-8871
New York Life Insurance Company	VICTORIA Lee	2999 Douglas Blvd, Suite 350	Roseville	CA	95661	(916) 606-8877
Northwest Capital Management	Brent Petty	12511 SW 68th Ave.	Portland	OR	97223	(503) 597-1641	(503) 597-1649
PARS	Brad Banikowski	5141 California Avenue, Suite 150	Irvine	CA	92617-3069	(949) 233-1708
Principal Financial Group	Allen Knott	2361 Clubhouse Drive	Rocklin	CA	95765	(866) 506-3293	(916) 663-6567
Prudential Retirement	Brian McCleave	280 Trumbull Street, H20D	Hartford	CT	06103	(860) 534-3084
SST Benefits Consulting	Lee Covella	4364 Town Center Blvd., Suite 315	El Dorado Hills	CA	95762	(916) 270-2020
The Hartford	Jeff Morrow	500 Ygnacio Valley Road, Suite 120	Walnut Creek	CA	94596	(888) 466-6593
The Hartford	Bob Gleason	500 Ygnacio Valley Road, Suite 120	Walnut Creek	CA	94596	(888) 466-6593
TIAA-CREF	Kurt Ritter	2398 E. Camelback Road, Suite 1000	Phoenix	AZ	85016	(602) 553-7705
Vanguard	Jonathan Herbst	455 Devon Park Drive	Wayne	PA	19087	(610) 669-6315
Wells Fargo Bank	Erin Fisher	600 California Street, 12th Floor, MAC A0193-120	San Francisco	CA	94163	(415) 947-4816	(415) 981-9106
Last Refreshed on 6/9/2026 3:30:11 AM