How big is Baucom Wealth Management, Inc.'s plan?

Baucom Wealth Management, Inc.'s plan reported $1.9M in assets and 3 participants for 2025.

Original filing (PDF)20260317200943NAL0002023475001

Baucom Wealth Management, Inc.

Name: Baucom Wealth Management, Inc. — Baucom Wealth, Form 5500 (2025)
Creator: Baucom Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baucom Wealth Management, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Baucom Wealth Management, Inc.'s Baucom Wealth Management, Inc. 401(k) Profit Sharing Plan held $1.9M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Baucom Wealth Management, Inc.'s EIN is 26-0671639.

EIN 26-0671639

Plan number 001

Plan year 2025

ACK ID 20260317200943NAL0002023475001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Baucom Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Baucom Wealth Management, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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