Sponsor portfolio
BAY HARBOR WEALTH MANAGEMENT
EIN 45-1032121financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
7
201 INTERNATIONAL CIRCLE, SUITE 520 - BALTIMORE, MD 21030410-403-2060bayharborwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BAY HARBOR WEALTH MANAGEMENT 401 (K) PLAN | 401k | $1.2M | 7 | 2025 |
Retirement plans