P 401(k) Plan Report

Stable plan record

CALIFORNIA WEALTH TRANSITIONS 401(K) P/S PLAN

Sponsored by CALIFORNIA WEALTH TRANSITIONS · EIN/PN 900904779-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$9,330
Administrative cost per participant
2025
$307
Active participants
2025
9
Total plan assets
2025
$2,395,552
Participant loans as a share of assets
2025
1.6%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260709103303NAL00003174110019$9,330
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.