Sponsor portfolio
BA HOLDINGS, LLC
EIN 35-2636493Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
4
521 CAPITOLA AVENUE - CAPITOLA, CA 95010831-426-3100
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BA HOLDINGS, LLC DBA BEACH HOUSE WEALTH MANAGEMENT RETIREMENT PLAN | 401k | $1.9M | 4 | 2025 |
Retirement plans