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CONTEXT WEALTH ADVISORS

EIN 87-1363201-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$200K assets
Welfare
0
Participants
3
1901 S BASCOM AVE, STE 1500 - CAMPBELL, CA 95008408-905-3000
Plans on this EIN
1 filing
#001401k-$200K - 3 part

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Retirement#001

CONTEXT WEALTH ADVISORS 401(K) PLAN

401k

Assets$200K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONTEXT WEALTH ADVISORS 401(K) PLAN401k$200K32025
Retirement plans
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