How big is Towson Wealth Management, LLC's plan?

Towson Wealth Management, LLC's plan reported $964K in assets and 5 participants for 2024.

Original filing (PDF)20251015045055NAL0001907171001

Towson Wealth Management, LLC

Name: Towson Wealth Management, LLC — Towson Wealth, Form 5500 (2024)
Creator: Towson Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Towson Wealth Management, LLC Cash Balance Plan

Defined-benefit pension plan · Towson Wealth Management, LLC's Towson Wealth Management, LLC Cash Balance Plan held $964K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$964K

Net assets (EOY)

$964K

Plan identifiers

Towson Wealth Management, LLC's EIN is 46-4207923.

EIN 46-4207923

Plan number 002

Plan year 2024

ACK ID 20251015045055NAL0001907171001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Towson Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Towson Wealth Management, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOWSON WEALTH MANAGEMENT, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score