Original filing (PDF)20250910174206NAL0021364881001

CHANNEL WEALTH, LLC

Name: CHANNEL WEALTH, LLC — CHANNEL WEALTH, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CHANNEL WEALTH, LLC

Form 5500-SF

FILING_RECEIVED

CHANNEL WEALTH, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHANNEL WEALTH, LLC.

Plan sponsor

Name

CHANNEL WEALTH, LLC

EIN

84-2475389

Address

3700 STATE STREET, SUITE 240 · SANTA BARBARA, CA · 93105

Phone

(805) 898-0893

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

KAISER WEALTH MANAGEMENT

KAISER WEALTH MANAGEMENT 401(K) PLAN

$1.5M · 2 participants

HULETT & COMPANY, LLC

HULETT & COMPANY, LLC CASH BALANCE PENSION PLAN

$1.5M · 3 participants

W G NIELSEN & COMPANY

W G NIELSEN & COMPANY 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 12 participants

BNB FINANCIALS

BNB FINANCIALS 401(K) PROFIT SHARING PLAN

$1.5M · 8 participants

INNOVATIVE WEALTH PLANNING, LLC

INNOVATIVE WEALTH PLANNING 401(K) PLAN