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  1. Companies/
  2. Camelot Wealth Management

Filings through Oct 24, 2026.

Camelot Wealth Management

EIN 46-0884767-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$5.5M assets
Health & Benefits
0
Participants
3
3251 ESPLANADE - CHICO, CA 95973530-809-0030
Plans on this EIN
1 filing
#001401(k)-$5.5M - 3 part

Plan summaries

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

Retirement#001

CAMELOT WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

401(k)

Assets$5.5M
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
#001CAMELOT WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN401(k)$5.5M32025
  • CAMELOT WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN$5.5M
    #001 · 401(k) · 20253
Retirement plans
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