How big is California Mortgage Advisors' plan?

California Mortgage Advisors' plan reported $1.8M in assets and 4 participants for 2025.

Original filing (PDF)20260505173121NAL0001193073001

California Mortgage Advisors

Name: California Mortgage Advisors — California Mortgage, Form 5500 (2025)
Creator: California Mortgage Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

California Mortgage Advisors 401(k) Plan

401(k) retirement plan · California Mortgage Advisors' California Mortgage Advisors 401(k) Plan held $1.8M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Scott BAER signed California Mortgage Advisors' 2025 Form 5500 as plan administrator.

Scott BAER — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

California Mortgage Advisors' EIN is 68-0314095.

EIN 68-0314095

Plan number 001

Plan year 2025

ACK ID 20260505173121NAL0001193073001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for California Mortgage Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

California Mortgage Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 MORTGAGE 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