# The Financial Consulate, INC. DC Plan
Source: https://planprovider.pro/companies/the-financial-consulate-inc-plan

> The Financial Consulate, INC.'s DC plan: 21 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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