What public Form 5500 filings show about the McCrea Capital Advisor 401(k) plan — and how to find and check your own account.
McCrea Capital Advisor (EIN 27-3705395) reports MCCREA CAPITAL ADVISOR 401K PROFIT SHARING PLAN TRUST on its most recent Form 5500, with $561K in plan assets across 19 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full McCrea Capital Advisor filing — schedules, fees, and providers.
McCrea Capital Advisor’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask McCrea Capital AdvisorHR for the recordkeeper’s name and login.
