Original filing (PDF)20231013071310NAL0033307889001

BILTMORE CAPITAL ADVISORS LLC

Name: BILTMORE CAPITAL ADVISORS LLC — BILTMORE CAPITAL ADVISORS 401(K) PLAN, Form 5500 (2022)
Creator: BILTMORE CAPITAL ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

BILTMORE CAPITAL ADVISORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

BILTMORE CAPITAL ADVISORS LLC

EIN

20-8856617

Address

2799 NW 2ND AVENUE · SUITE 101 · BOCA RATON, FL · 33431

Phone

(609) 688-8701

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-06

Filed

2023-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

RH WEALTH ADVISORS, INC.

RH WEALTH ADVISORS INC. 401(K) PS PLAN

CORNERSTONE WEALTH, LLC

CORNERSTONE WEALTH, LLC 401K PROFIT SHARING PLAN

CLARK-STODDARD, LLC

CLARK-STODDARD, LLC 401(K) PLAN

DRIEHAUS CAPITAL MANAGEMENT, LLC

DRIEHAUS COMPANIES PROFIT SHARING PLAN AND TRUST

TOCCO FINANCIAL SERVICES, INC.

TOCCO FINANCIAL SERVICES PENSION PLAN