Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE FINANCIAL CONSULATE, INC.
EIN 52-1281169financial servicesLatest filing 2025
Plans
2
Retirement
2
$8.7M assets
Welfare
0
Participants
43
11019 MCCORMICK ROAD, SUITE 200 - HUNT VALLEY, MD 21031410-823-7283financialconsulate.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.7M assets / 43 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
THE FINANCIAL CONSULATE 401K PLAN
401k
Assets$8.3M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE FINANCIAL CONSULATE EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$442K
Participants21
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 | THE FINANCIAL CONSULATE 401K PLAN | 401k | $8.3M | 22 | 2025 | |
| 002 | THE FINANCIAL CONSULATE EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $442K | 21 | 2025 |
Retirement plans