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CALIFORNIA INHERITANCE GROUP

EIN 20-2626254-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
5
1160 SUNCAST LN STE 8 - EL DORADO HILLS, CA 957629327916-905-0101californiainheritance.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.1M - 5 part

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Retirement#001

CALIFORNIA INHERITANCE GROUP 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.1M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALIFORNIA INHERITANCE GROUP 401(K) PROFIT SHARING PLAN & TRUST401k$1.1M52025
Retirement plans
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