Advocacy
Menlo Park City School District
Atherton, CA
Here are the vendors that are available in this school district. To the best of our knowledge, this list is correct. If you see an error, or wish to challenge a rating, please submit information here.
Note: While still a C (more than three vendors), district now features three green-rated vendors for both its 403(b) and 457(b) plans.
403(b) Vendors
- American Fidelity Assurance Company
- American Funds
- Ameriprise
- Aspire-IPX_American Century Services, LLC
- Brighthouse (formerly Metlife)
- CalSTRS Pension2
- Corebridge Financial (formerly AIG and formerly VALIC)
- CTA Voluntary Retirement Plans for Educators, LLC
- Equitable (AXA)
- Fidelity Investments
- Franklin-Templeton Mutual Funds
- Great American Insurance Group (Annuity Investors)
- Midland National Life
- National Life Group (AKA Life of the Southwest, AKA National Mutual Benefit)
- North American Company for Life and Health
- Orion Portfolio Solutions (formerly FTJ FundChoice LLC)
- Penserv
- PlanMember Services (a sub of Equitable)
- Security Benefit
- Vanguard Investments
457(b) Vendors
- American United Life Insurance Company
- Aspire Financial Services (no advisor)
- CalPERS
- CalSTRS Pension2
- Equitable (AXA)
- Fidelity Investments
- National Life Group (AKA Life of the Southwest, AKA National Mutual Benefit)
- Orion Portfolio Solutions (formerly FTJ FundChoice LLC)
- PlanMember Services (a sub of Equitable)
- Security Benefit