McCartney Wealth Management (EIN 27-3167381) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $1.3M in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| McCartney Wealth Management 401(k) Plan | 001 | 2 | $1.0M |
| McCartney Wealth Management LLC DB Plan | 002 | 2 | $302K |
| McCartney Wealth Management LLC MCF Benefit Plan | 501 | 2 | $5K |
27-3167381 is the Employer Identification Number (EIN) McCartney Wealth Management reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Missouri EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
