Original filing (PDF)20250619103456NAL0007795986001

M.C. BYRD WEALTH MANAGEMENT, LLC

Name: M.C. BYRD WEALTH MANAGEMENT, LLC — M.C. BYRD WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: M.C. BYRD WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

M.C. BYRD WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$825K

Net assets (EOY)

$825K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

M.C. BYRD WEALTH MANAGEMENT, LLC

EIN

27-0586258all filings

Address

18 N HARRIS STREET · BELLVILLE, TX · 77418

Phone

(979) 865-0660

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