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  2. Bay Cliadakis & Associates, LLC Dba Altum Wealth Advisors

Filings through Oct 24, 2026.

Bay Cliadakis & Associates, LLC Dba Altum Wealth Advisors

EIN 45-5311803-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3.1M assets
Health & Benefits
0
Participants
3
1074 EAST AVENUE, SUITE T1 - CHICO, CA 95926530-924-0110
Plans on this EIN
1 filing
#001401(k)-$3.1M - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

BAY CLIADAKIS & ASSOCIATES, LLC 401(K) PLAN

401(k)

Assets$3.1M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BAY CLIADAKIS & ASSOCIATES, LLC 401(K) PLAN401(k)$3.1M32025
  • BAY CLIADAKIS & ASSOCIATES, LLC 401(K) PLAN$3.1M
    #001 · 401(k) · 20253
Retirement plans
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