Assets by plan
Share of aggregate retirement assets
96%top
Sponsor portfolio
DEMAND WEALTH MANAGEMENT
EIN 84-3024870Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$877K assets
Welfare
0
Participants
5
2951 GRAY STREET - OAKTON, VA 22124703-346-6425
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $877K assets / 5 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
DEMAND WEALTH MANAGEMENT CASH BALANCE PLAN AND TRUST
CashBalance
Assets$845K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DEMAND WEALTH MANAGEMENT PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$32K
Participants3
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 | DEMAND WEALTH MANAGEMENT CASH BALANCE PLAN AND TRUST | CashBalance | $845K | 2 | 2025 | |
| 002 | DEMAND WEALTH MANAGEMENT PROFIT SHARING PLAN AND TRUST | ProfitSharing | $32K | 3 | 2025 |
Retirement plans