Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARDINAL WEALTH MANAGEMENT, LLC
EIN 82-0954875investment managementLatest filing 2025
Plans
2
Retirement
2
$561K assets
Welfare
0
Participants
4
7625 WISCONSIN AVENUE - BETHESDA, MD 20814240-477-1599cardinalwm.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $561K assets / 4 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
CARDINAL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$427K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARDINAL WEALTH MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$134K
Participants2
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 | CARDINAL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 401k | $427K | 2 | 2025 | |
| 002 | CARDINAL WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $134K | 2 | 2025 |
Retirement plans