Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GLASSY MOUNTAIN ADVISORS, INC.
EIN 86-3603200investment managementLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
12
7200 WISCONSIN AVENUE, SUITE 500 - BETHESDA, MD 20814301-541-8900LinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M 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
GLASSY MOUNTAIN ADVISORS, INC. CASH BALANCE PLAN
CashBalance
Assets$951K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GLASSY MOUNTAIN ADVISORS 401(K) PLAN
401k
Assets$504K
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 | GLASSY MOUNTAIN ADVISORS, INC. CASH BALANCE PLAN | CashBalance | $951K | 6 | 2025 | |
| 001 | GLASSY MOUNTAIN ADVISORS 401(K) PLAN | 401k | $504K | 6 | 2025 |
Retirement plans