How big is Biltmore Wealth Management, L.L.C.'s plan?

Biltmore Wealth Management, L.L.C.'s plan reported $2.9M in assets and 4 participants for 2024.

Original filing (PDF)20250711134537NAL0006391473001

Biltmore Wealth Management, L.L.C.

Name: Biltmore Wealth Management, L.L.C. — Biltmore Wealth, Form 5500 (2024)
Creator: Biltmore Wealth Management, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Biltmore Wealth Management, L.L.C. 401(k) Plan

401(k) retirement plan · Biltmore Wealth Management, L.L.C.'s Biltmore Wealth Management, L.L.C. 401(k) Plan held $2.9M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Biltmore Wealth Management, L.L.C.'s EIN is 27-0672821.

EIN 27-0672821

Plan number 001

Plan year 2024

ACK ID 20250711134537NAL0006391473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Biltmore Wealth Management, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Biltmore Wealth Management, L.L.C.'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 BILTMORE WEALTH MANAGEMENT, L.L.C..

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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