Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COURT PLACE ADVISORS, LLC
EIN 52-2109595financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
9
3300 N RIDGE RD STE 345 - ELLICOTT CITY, MD 210433473410-465-4321courtplaceadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 9 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
COURT PLACE ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COURT PLACE ADVISORS LLC PROFIT SHARING PLAN
ProfitSharing
Assets$407K
Participants4
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 | COURT PLACE ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $1.4M | 5 | 2025 | |
| 001 | COURT PLACE ADVISORS LLC PROFIT SHARING PLAN | ProfitSharing | $407K | 4 | 2025 |
Retirement plans