Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
BAR ASSN/FDN MONTGOMERY CTY, MD
EIN 52-0807787Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
23
27 W JEFFERSON ST - ROCKVILLE, MD 20850301-424-3454
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 23 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#003
ASSN/FDN MONTGOMERY CTY, MD. INC PENSION PLAN
MoneyPurchase
Assets$989K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BAR ASSN/FDN MONTGOMERY CTY, MD. 401(K) PLAN
401k
Assets$754K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ASSN/FDN MONTGOMERY CTY, MD. INC PENSION PLAN | MoneyPurchase | $989K | 13 | 2025 | |
| 002 | BAR ASSN/FDN MONTGOMERY CTY, MD. 401(K) PLAN | 401k | $754K | 10 | 2025 |
Retirement plans