Sponsor portfolio
CALIFORNIA MUNICIPAL ADVISORS LL
EIN 85-1036626financial servicesLatest filing 2025
Plans
1
Retirement
1
$21K assets
Welfare
0
Participants
2
20 S SANTA CRUZ AVE, STE 300 - LOS GATOS, CA 95030831-438-7900LinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALIFORNIA MUNICIPAL ADVISORS LLC 401K PLAN | 401k | $21K | 2 | 2025 |
Retirement plans