Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
M.C. BYRD WEALTH MANAGEMENT, LLC
EIN 27-0586258financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
10
18 N HARRIS STREET - BELLVILLE, TX 77418979-865-0660mcbyrdwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
M.C. BYRD WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN
401k
Assets$921K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
M.C. BYRD WEALTH MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$718K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | M.C. BYRD WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN | 401k | $921K | 6 | 2025 | |
| 002 | M.C. BYRD WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $718K | 4 | 2025 |
Retirement plans