· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BAUCOM WEALTH MANAGEMENT, INC. — BAUCOM WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250330201524NAL0004739345001
BAUCOM WEALTH MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
BAUCOM WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BAUCOM WEALTH MANAGEMENT, INC.
.
Find decision makers
Plan sponsor
Name
BAUCOM WEALTH MANAGEMENT, INC.
EIN
26-0671639
Address
1036 BRANCHVIEW DR., · NE STE. 206 · CONCORD, NC · 28025
Phone
(704) 786-8891
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-30
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
P.C. OHANIAN, INC.
P.C. OHANIAN, INC. 401(K) PLAN
$1.4M · 2 participants
STEPHEN F. LAWANDALES
STEPHEN F. LAWANDALES CASH BALANCE PENSION PLAN
$1.4M · 2 participants
WINTHROP CAPITAL MANAGEMENT, LLC
WINTHROP CAPITAL MANAGEMENT, LLC 401(K) PLAN
$1.4M · 25 participants
ALGER FINANCIAL INC.
ALGER FINANCIAL 401(K) PLAN
$1.4M · 5 participants
NATCHEZ WEALTH MANAGEMENT, LLC
NATCHEZ WEALTH MANAGEMENT, LLC 401(K) PLAN
$1.4M · 3 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
EVANS INVESTMENT ADVISORS, LLC
EVANS INVESTMENT ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST
$1.4M · 5 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
