Plan Snapshot
- Plan Sponsor: California Wealth Advisors
- Sponsor EIN: 474312105
- Sponsor Address: 10 EAST FIGUEROA, SUITE 204, SANTA BARBARA, CA, 93101
- Plan Type: DB
- Plan Number: 002
- Total Participants: 2
- Total Assets: $433,323
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $433,323 | $150,574 | $0 |
| 2023 | 3 | $262,457 | $96,580 | $0 |
| 2022 | 2 | $185,150 | $93,653 | $0 |
Similar Plans
- Franklin Resources, INC. — 6,876 participants
- Pantheon Freedom, INC. — 2,400 participants
- Edelman Financial Engines, LLC — 2,396 participants
- Allianz Asset Management Of America LLC — 2,228 participants
- Cerity Partners Management LLC — 1,579 participants
- Assetmark Financial Holdings, INC. — 1,024 participants