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  2. Knollwood Investment Advisory, LLC

Filings through Oct 24, 2026.

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Knollwood Investment Advisory, LLC

EIN 47-2504531-financial services-Latest filing 2025
Plans
1
Retirement
1
$20.1M assets
Health & Benefits
0
Participants
57
217 INTERNATIONAL CIRCLE - HUNT VALLEY, MD 21030410-845-7557kwiadvisory.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$20.1M - 57 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

KNOLLWOOD INVESTMENT ADVISORY LLC 401(K)

401(k)

Assets$20.1M
Participants57
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KNOLLWOOD INVESTMENT ADVISORY LLC 401(K)401(k)$20.1M572025
  • KNOLLWOOD INVESTMENT ADVISORY LLC 401(K)$20.1M
    #001 · 401(k) · 202557
Retirement plans
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