BOULEVARD FAMILY WEALTH 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
7
Plan assets (EOY)
$660K
Net assets (EOY)
$660K
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
93
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CA FAMILY WEALTH LLC DBA BOULEVARD FAMILY WEALTH.
Plan sponsor
Name
CA FAMILY WEALTH LLC DBA BOULEVARD FAMILY WEALTH
EIN
82-0677382
Address
9465 WILSHIRE BLVD SUITE 840 · BEVERLY HILLS, CA · 90212
Phone
(877) 556-5550
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
