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  2. DAVID M. ORSO, LLC
Sponsor portfolio

DAVID M. ORSO, LLC

EIN 27-4526296-publishing-Latest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
6
8 EVERGREEN RD. - SEVERNA PARK, MD 21146443-372-7171baltimorechronicle.comLinkedIn1-10 employeespublishing
Plans on this EIN
2 filings
#002TraditionalDB-$1.8M - 2 part#001401k-$1.6M - 4 part

Retirement portfolio analytics

2 plans aggregated / $3.3M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#002)54%
  • ORSO TEAM 401(K) (#001)46%
Total $3.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ORSO TEAM 401(K) (#001)4
  • CASH BALANCE PLAN (#002)2
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DAVID M. ORSO, LLC CASH BALANCE PLAN

TraditionalDB

Assets$1.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

DAVID ORSO TEAM 401(K) PLAN

401k

Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DAVID M. ORSO, LLC CASH BALANCE PLANTraditionalDB$1.8M22025
001DAVID ORSO TEAM 401(K) PLAN401k$1.6M42025
Retirement plans
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