How big is XMC Wealth Management LLC's plan?

XMC Wealth Management LLC's plan reported $63K in assets and 3 participants for 2025.

Original filing (PDF)20260505220717NAL0001044899072

XMC Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

XMC Wealth Management 401(k) Plan

401(k) retirement plan · XMC Wealth Management LLC's XMC Wealth Management 401(k) Plan held $63K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

Plan identifiers

XMC Wealth Management LLC's EIN is 33-4648331.

EIN 33-4648331

Plan number 001

Plan year 2025

ACK ID 20260505220717NAL0001044899072

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

XMC Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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