Civic Intelligence

BORDEAUX WEALTH ADVISORS, LLC

Plan context: BORDEAUX WEALTH ADVISORS, LLC 401(K) PLAN

EIN 81-5078005 • Menlo Park, CA • 3 filings • 1 plans

1550 El Camino RealSuite 100Menlo Park, CA 94025
Current Snapshot

Latest Year

2025

2025 Participants

37

2025 Assets

$3,405,891

2025 Contributions

$355,622

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,405,891$1,702,946$020232024YearValue
$3,405,891Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3719020232024YearValue
37Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202510$0$355,622-
BORDEAUX WEALTH ADVISORS, LLC 401(K) PLAN-0$0$355,622-
2024137$3,405,891$667,162$18,031iApproximate average salary by contribution assumption: employee only about $450,785 at 4% or $300,523 at 6%; with 50% employer match about $300,523 at 4% or $200,349 at 6%; with 100% employer match about $225,393 at 4% or $150,262 at 6%.
BORDEAUX WEALTH ADVISORS, LLC 401(K) PLAN-37$3,405,891$667,162$18,031iApproximate average salary by contribution assumption: employee only about $450,785 at 4% or $300,523 at 6%; with 50% employer match about $300,523 at 4% or $200,349 at 6%; with 100% employer match about $225,393 at 4% or $150,262 at 6%.
2023133$2,584,375$720,153$21,823iApproximate average salary by contribution assumption: employee only about $545,570 at 4% or $363,714 at 6%; with 50% employer match about $363,714 at 4% or $242,476 at 6%; with 100% employer match about $272,785 at 4% or $181,857 at 6%.
BORDEAUX WEALTH ADVISORS, LLC 401(K) PLAN-33$2,584,375$720,153$21,823iApproximate average salary by contribution assumption: employee only about $545,570 at 4% or $363,714 at 6%; with 50% employer match about $363,714 at 4% or $242,476 at 6%; with 100% employer match about $272,785 at 4% or $181,857 at 6%.