How big is The Financial Consulate, Inc.'s plan?

The Financial Consulate, Inc.'s plan reported $8.3M in assets and 22 participants for 2025.

Original filing (PDF)20260430142336NAL0000023905001

The Financial Consulate, Inc.

Name: The Financial Consulate, Inc. — The Financial, Form 5500 (2025)
Creator: The Financial Consulate, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Financial Consulate 401(k) Plan

401(k) retirement plan · The Financial Consulate, Inc.'s The Financial Consulate 401(k) Plan held $8.3M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

Plan identifiers

The Financial Consulate, Inc.'s EIN is 52-1281169.

EIN 52-1281169

Plan number 001

Plan year 2025

ACK ID 20260430142336NAL0000023905001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Financial Consulate, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Financial Consulate, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE FINANCIAL CONSULATE, INC..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score