OpenERISA

Bordeaux Wealth Advisors, LLC

Menlo Park, CA, 94025

EIN 81-5078005
Plans
1
Total participants
68
Filing years
2024, 2025, 2023
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Bordeaux Wealth Advisors, LLC 401(K) Plan0
2024Form 5500-SF001Bordeaux Wealth Advisors, LLC 401(K) Plan34
2023Form 5500-SF001Bordeaux Wealth Advisors, LLC 401(K) Plan34

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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