Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WARD-BOLAND ASSOCIATES, INC.
EIN 52-0999895mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
2
$12.2M assets
Welfare
0
Participants
75
P.O. BOX 389 - OWINGS MILLS, MD 21117410-363-1833wardboland.comLinkedIn11-50 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.2M assets / 75 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#001
WARD-BOLAND ASSOCIATES, INC. 401(K) RETIREMENT PLAN
401k
Assets$8.1M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WARD-BOLAND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND PROFIT SHARING PLAN
ProfitSharing
Assets$4.1M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WARD-BOLAND ASSOCIATES, INC. 401(K) RETIREMENT PLAN | 401k | $8.1M | 36 | 2025 | |
| 002 | WARD-BOLAND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND PROFIT SHARING PLAN | ProfitSharing | $4.1M | 39 | 2024 |
Retirement plans