How big is Carlsbad Wealth Advisory Group, Inc.'s plan?

Carlsbad Wealth Advisory Group, Inc.'s plan reported $2.3M in assets and 4 participants for 2024.

Original filing (PDF)20250707072313NAL0002998721001

Carlsbad Wealth Advisory Group, Inc.

Name: Carlsbad Wealth Advisory Group, Inc. — Carlsbad, Form 5500 (2024)
Creator: Carlsbad Wealth Advisory Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlsbad Wealth 401(k) Plan

401(k) retirement plan · Carlsbad Wealth Advisory Group, Inc.'s Carlsbad Wealth 401(k) Plan held $2.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Carlsbad Wealth Advisory Group, Inc.'s EIN is 26-2136126.

EIN 26-2136126

Plan number 001

Plan year 2024

ACK ID 20250707072313NAL0002998721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlsbad Wealth Advisory Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlsbad Wealth Advisory Group, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLSBAD WEALTH ADVISORY GROUP, INC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score