Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHRISTOPHER GORDON WEALTH MANAGEMENT LLC
EIN 35-2469041financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
9
888 BESTGATE RD, SUITE 408 - ANNAPOLIS, MD 21401443-482-1580chrisgordonwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CHRISTOPHER GORDON WEALTH MANAGEMENT LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$3.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CHRISTOPHER GORDON WEALTH MANAGEMENT LLC 401(K) PLAN
401k
Assets$824K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHRISTOPHER GORDON WEALTH MANAGEMENT LLC CASH BALANCE PENSION PLAN | CashBalance | $3.7M | 4 | 2025 | |
| 001 | CHRISTOPHER GORDON WEALTH MANAGEMENT LLC 401(K) PLAN | 401k | $824K | 5 | 2025 |
Retirement plans