Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CALIFORNIA WEALTH ADVISORS
EIN 47-4312105financial servicesLatest filing 2025
Plans
2
Retirement
2
$870K assets
Welfare
0
Participants
11
10 EAST FIGUEROA, SUITE 204 - SANTA BARBARA, CA 93101805-941-0444californiawealthadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $870K assets / 11 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CALIFORNIA WEALTH ADVISORS CASH BALANCE PENSION PLAN
CashBalance
Assets$557K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CALIFORNIA WEALTH ADVISORS 401(K) PROFIT SHARING PLAN
401k
Assets$313K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CALIFORNIA WEALTH ADVISORS CASH BALANCE PENSION PLAN | CashBalance | $557K | 6 | 2025 | |
| 001 | CALIFORNIA WEALTH ADVISORS 401(K) PROFIT SHARING PLAN | 401k | $313K | 5 | 2025 |
Retirement plans