Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
MT. DIABLO PRIVATE WEALTH ADVISORS, LLC
EIN 81-2803561Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
15
SUITE 630 - WALNUT CREEK, CA 94596925-295-1900
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 15 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#003
MDPWA CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MDPWA 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$842K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MDPWA CASH BALANCE PLAN & TRUST | CashBalance | $1.6M | 7 | 2024 | |
| 002 | MDPWA 401(K) PROFIT SHARING PLAN & TRUST | 401k | $842K | 8 | 2024 |
Retirement plans