Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARYLAND CAPITAL ADVISORS, INC.
EIN 52-2063491investment managementLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
11
7 CHESTER PLAZA, 4TH FLOOR - CHESTER, CO 21619410-604-2741marylandcap.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 11 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#002
MARYLAND CAPITAL ADVISORS, INC. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MARYLAND CAPITAL ADVISORS, INC. PROFIT SHARING PLAN
401k
Assets$485K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARYLAND CAPITAL ADVISORS, INC. CASH BALANCE PLAN | CashBalance | $1.1M | 5 | 2025 | |
| 001 | MARYLAND CAPITAL ADVISORS, INC. PROFIT SHARING PLAN | 401k | $485K | 6 | 2025 |
Retirement plans