How big is California Wealth Transitions' plan?

California Wealth Transitions' plan reported $1.9M in assets and 9 participants for 2024.

Original filing (PDF)20250728090607NAL0001300561001

California Wealth Transitions

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

Form 5500-SF

FILING_RECEIVED

California Wealth Transitions 401(k) P/S Plan

401(k) retirement plan · California Wealth Transitions' California Wealth Transitions 401(k) P/S Plan held $1.9M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Brandi PUGH signed California Wealth Transitions' 2024 Form 5500 as plan administrator.

Brandi PUGH — 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 Wealth Transitions' EIN is 90-0904779.

EIN 90-0904779

Plan number 001

Plan year 2024

ACK ID 20250728090607NAL0001300561001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

California Wealth Transitions' 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 WEALTH TRANSITIONS.

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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 (88th percentile).

Plan sponsor

Name

CALIFORNIA WEALTH TRANSITIONS

EIN

all filings

Address

3570 CARMEL MOUNTAIN ROAD · #150 · SAN DIEGO, CA · 92130

Phone

(858) 707-7739

Industry

Finance & Insurance

Plan administrator