How big is Wedmont Private Capital, LLC's plan?

Wedmont Private Capital, LLC's plan reported $788K in assets and 12 participants for 2025.

Original filing (PDF)20260423220558NAL0011285250043

Wedmont Private Capital, LLC

Name: Wedmont Private Capital, LLC — Wedmont Private, Form 5500 (2025)
Creator: Wedmont Private Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wedmont Private Capital, LLC 401(k) Plan

401(k) retirement plan · Wedmont Private Capital, LLC's Wedmont Private Capital, LLC 401(k) Plan held $788K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$788K

Net assets (EOY)

$788K

Plan identifiers

Wedmont Private Capital, LLC's EIN is 84-1776472.

EIN 84-1776472

Plan number 001

Plan year 2025

ACK ID 20260423220558NAL0011285250043

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wedmont Private Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wedmont Private Capital, 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 WEDMONT PRIVATE CAPITAL, 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