Back to filter
Original filing (PDF)20250711134537NAL0006391473001
BILTMORE WEALTH MANAGEMENT, L.L.C.
Form 5500-SF
FILING_RECEIVED
BILTMORE WEALTH MANAGEMENT, L.L.C. 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BILTMORE WEALTH MANAGEMENT, L.L.C..
Plan sponsor
Name
BILTMORE WEALTH MANAGEMENT, L.L.C.
EIN
27-0672821
Address
1400 E. SOUTHERN AVE., SUITE 650 · TEMPE, AZ · 85282
Phone
(480) 327-4502
Industry
Finance & Insurancesee 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
2025-07-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 providersRelated plans
Similar-size Finance & Insurance plans
STOKES CAPITAL ADVISORS, LLC
STOKES CAPITAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN
$2.9M · 3 participants
DPL FINANCIAL PARTNERS, LLC
DPL FINANCIAL PARTNERS, LLC 401(K) PLAN
$2.9M · 101 participants
GLOBAL TRUST COMPANY
STATE STREET GTC 2033 RETIREMENT INCOME BUILDER FUND
$2.9M
DAVID WENDELL ASSOCIATES, INC.
DAVID WENDELL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST
$2.9M · 7 participants
CFG, LLC
CFG, LLC 401(K) PLAN
$2.9M · 14 participants
GT FINANCIAL ADVISORS
GT FINANCIAL ADVISORS 401(K) & PROFIT SHARING PLAN
$2.9M · 13 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants