Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONSOLIDATED CAPITAL MANAGEMENT, LLC
EIN 84-3897198Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$17.2M assets
Welfare
0
Participants
25
2520 WEST OLIVE AVENUE, SUITE 300 - BURBANK, CA 91505818-766-0660
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.2M assets / 25 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#001
CALIFORNIA CAPITAL ADVISORS, INC. 401(K) PLAN
401k
Assets$15.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CONSOLIDATED CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALIFORNIA CAPITAL ADVISORS, INC. 401(K) PLAN | 401k | $15.5M | 14 | 2025 | |
| 003 | CONSOLIDATED CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.7M | 11 | 2024 |
Retirement plans