# California Wealth Advisors DB Plan
Source: https://planprovider.pro/companies/california-wealth-advisors-plan

> California Wealth Advisors's DB plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** California Wealth Advisors

- **Sponsor EIN:** 474312105

- **Sponsor Address:** 10 EAST FIGUEROA, SUITE 204, SANTA BARBARA, CA, 93101

- **Plan Type:** DB

- **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|

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