Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOUNTAIN LAKE ASSOCIATES, LLC
EIN 82-2115087Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
12
6725 HONESTY DR - BETHESDA, MD 20817202-739-1784
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 12 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
MOUNTAIN LAKE ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MOUNTAIN LAKE ASSOCIATES 401(K) PLAN
401k
Assets$820K
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 | MOUNTAIN LAKE ASSOCIATES CASH BALANCE PLAN | CashBalance | $1.6M | 6 | 2025 | |
| 001 | MOUNTAIN LAKE ASSOCIATES 401(K) PLAN | 401k | $820K | 6 | 2025 |
Retirement plans