How big is California Wealth Advisors' plan?

California Wealth Advisors' plan reported $251K in assets and 2 participants for 2024.

Original filing (PDF)20251010090111NAL0007839393001

California Wealth Advisors

Name: California Wealth Advisors — California Wealth, Form 5500 (2024)
Creator: California Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

California Wealth Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · California Wealth Advisors' California Wealth Advisors 401(k) Profit Sharing Plan held $251K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$251K

Net assets (EOY)

$251K

Plan identifiers

California Wealth Advisors' EIN is 47-4312105.

EIN 47-4312105

Plan number 001

Plan year 2024

ACK ID 20251010090111NAL0007839393001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for California Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

California Wealth Advisors' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CALIFORNIA WEALTH ADVISORS

EIN

all filings

Address

10 EAST FIGUEROA, SUITE 204 · SANTA BARBARA, CA · 93101

Phone

(805) 941-0444

Industry

Finance & Insurance

Plan administrator