Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLOSE REACH CONSULTANCY INC
EIN 83-0738408Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$330K assets
Welfare
0
Participants
10
211 CARTLAND WAY - FOREST HILL, MD 21050443-912-6066
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $330K assets / 10 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
CLOSE REACH CONSULTANCY, INC. RETIREMENT PLAN
ProfitSharing
Assets$203K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CLOSE REACH CONSULTANCY INC 401(K) PLAN
401k
Assets$127K
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 | |
|---|---|---|---|---|---|---|
| 001 | CLOSE REACH CONSULTANCY, INC. RETIREMENT PLAN | ProfitSharing | $203K | 4 | 2025 | |
| 002 | CLOSE REACH CONSULTANCY INC 401(K) PLAN | 401k | $127K | 6 | 2025 |
Retirement plans