Plan Snapshot
- Plan Sponsor: The Financial Consulate, INC.
- Sponsor EIN: 521281169
- Sponsor Address: 11019 MCCORMICK ROAD, HUNT VALLEY, MD, 21031
- Plan Type: DC
- Total Participants: 21
- Total Assets: $442,051
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 21 | $442,051 | $62,996 | $0 |
| 2024 | 20 | $303,122 | $59,723 | $0 |
| 2023 | 21 | $209,854 | $68,293 | $0 |
| 2022 | 20 | $132,971 | $68,599 | $0 |