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Sponsor portfolio

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

EIN 52-1677425-financial services-Latest filing 2025
Plans
2
Retirement
2
$14.9M assets
Welfare
0
Participants
80
10960 GRANTCHESTER WAY,, SUITE 110 - COLUMBIA, MD 21044410-461-3900bwfa.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$10.0M - 50 part#003CashBalance-$4.8M - 30 part

Retirement portfolio analytics

2 plans aggregated / $14.9M assets / 80 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • BWFA 401K (#002)67%
  • CASH BALANCE PLAN (#003)33%
Total $14.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BWFA 401K (#002)50
  • CASH BALANCE PLAN (#003)30
Total 80Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BWFA 401K

401k

Assets$10.0M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BWFA CASH BALANCE PLAN

CashBalance

Assets$4.8M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BWFA 401K401k$10.0M502025
003BWFA CASH BALANCE PLANCashBalance$4.8M302025
Retirement plans
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