CALIFORNIA MUNICIPAL ADVISORS LL 401(k) Plan
What public Form 5500 filings show about the CALIFORNIA MUNICIPAL ADVISORS LL 401(k) plan — and how to find and check your own account.
The CALIFORNIA MUNICIPAL ADVISORS LL 401(k) on its latest Form 5500
CALIFORNIA MUNICIPAL ADVISORS LL (EIN 85-1036626) reports CALIFORNIA MUNICIPAL ADVISORS LLC 401K PLAN on its most recent Form 5500, with $12K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CALIFORNIA MUNICIPAL ADVISORS LL filing — schedules, fees, and providers.
Who runs the CALIFORNIA MUNICIPAL ADVISORS LL 401(k)?
CALIFORNIA MUNICIPAL ADVISORS LL’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CALIFORNIA MUNICIPAL ADVISORS LLHR for the recordkeeper’s name and login.
How to check your CALIFORNIA MUNICIPAL ADVISORS LL 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CALIFORNIA MUNICIPAL ADVISORS LL HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
