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Industry guides · Updated September 2026 · By Alfonso Aduna, MBA

Retirement plans, by industry

The CalSavers mandate treats every California employer alike. Payroll does not cooperate. These 31 guides start from what actually makes each industry hard, and each one has a Los Angeles County and an Orange County edition.

The short answer

Every California employer with at least one W-2 employee must either register with CalSavers or sponsor a qualified retirement plan and certify an exemption. Every deadline has passed. What differs by industry is not the rule but the obstacle: turnover, worker classification, seasonality, prevailing-wage fringe obligations, thin margins, and whether the owner can use the state program at all. Start with your industry below.

31
industries with a plan guide, each with an LA County and an Orange County edition.
Aduna Capital, August 2026
$750
maximum first-cycle penalty per eligible employee — then $500 per employee, per year.
Source: Cal. Gov. Code § 100033(b)
$0
cost to register with CalSavers. The program is free to the employer — the question is whether it is the right answer.
CalSavers, (855) 650-6916

Find your industry

Each guide covers the industry statewide. The two county links go deeper: where the industry physically clusters, which cities it sits in, and what changes because of that.

Healthcare practices

Owner-clinicians are almost always above the Roth IRA income limits, which makes CalSavers unusable to the person carrying the risk. These are the strongest cash-balance and safe-harbor cases we see.

Professional and financial services

Partner-versus-associate compensation classes, contingency income, and a statutory non-employee rule that reframes the entire mandate for real estate brokerages.

Construction and the trades

Prevailing-wage fringe obligations cannot be satisfied by CalSavers, because the program accepts no employer money. For a public-works contractor that single fact settles the question.

Goods movement, wholesale and retail

The largest establishment counts in the county, the thinnest margins, and the hardest worker classification questions on the site.

Manufacturing and technical

Federal contract fringe rules, equity compensation, and a workforce that benchmarks its employer against much larger companies.

Consumer services and community

Booth rental, contractor trainers, franchise-versus-owner structures, and the 403(b)-versus-401(k) fork for tax-exempt employers.

What every industry has in common

EmployeesDeadlineWhere you stand in 2026
1–431 December 2025First notices are going out to this group now
5–4930 June 2022Confirm you are on file; watch for FTB notices
50–9930 June 2021Confirm, and revisit whether a 401(k) now fits better
100+30 September 2020Review plan design and fiduciary coverage

The mandate, explained plainly · CalSavers versus a 401(k), all 15 rows · If a penalty notice has already arrived · Run your own numbers

By county

The county pages carry the local layer — corridors, business parks, city clusters and the municipal rules that sit on top of the state mandate.

Our fees, published

No competing advisor page in this area publishes its fees. Here are ours.

WhatFee
Investment management1.5% to 2.0% of assets per year; Advisers may set a rate below the standard schedule, as low as 0%, at their discretion — and whatever rate applies to you is disclosed in writing before you engage. Our Form ADV Part 2A, Item 5, states the fee as up to 2.00% of assets per year, subject to negotiation; the firm may waive all or part of it. Generally billed quarterly in arrears
Account minimumNo minimum account balance
Commissions and product feesNone — we are fee-only
Solicitor compensationMay be received or paid under disclosed arrangements
Initial conversationFree, 15 minutes, no obligation

Complete fee details in our Form ADV Part 2A, Item 5.

Educational information, not legal or tax advice. Establishment counts and industry size ranges are from Census County Business Patterns; county population and city counts are from the California Department of Finance. Confirm your CalSavers obligations at (855) 650-6916 and with your CPA, and consult ERISA counsel on plan design. Aduna Capital LLC is a California state-registered investment adviser working from its principal office in Norwalk. Aduna Capital LLC is not affiliated with, endorsed by, or sponsored by CalSavers, the California State Treasurer's Office, CalPERS, CalSTRS, or any other retirement system, employer or school district named on this page.

Not sure which of these is you?

Most businesses sit in two or three of these at once. Fifteen minutes on the phone and we will tell you which obstacles actually apply to your payroll — and whether CalSavers is enough.