Original filing (PDF)20260513073530NAL0006605683001

Bay Cliadakis & Associates, LLC DBA Altum Wealth Advisors

Name: Bay Cliadakis & Associates, LLC DBA Altum Wealth Advisors — Form 5500 Plan 001 (2025)
Creator: Bay Cliadakis & Associates, LLC DBA Altum Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bay Cliadakis & Associates, LLC 401(k) Plan

401(k) retirement plan · Bay Cliadakis & Associates, LLC DBA Altum Wealth Advisors' Bay Cliadakis & Associates, LLC 401(k) Plan held $3.1M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Bay Cliadakis & Associates, LLC DBA Altum Wealth Advisors' EIN is 45-5311803.

EIN 45-5311803

Plan number 001

Plan year 2025

ACK ID 20260513073530NAL0006605683001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bay Cliadakis & Associates, LLC DBA Altum Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bay Cliadakis & Associates, LLC DBA Altum Wealth Advisors' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAY CLIADAKIS & ASSOCIATES, LLC DBA ALTUM WEALTH ADVISORS.

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