How big is McCarthy & White, PLLC's plan?

McCarthy & White, PLLC's plan reported $3.7M in assets and 2 participants for 2024.

Original filing (PDF)20250710150828NAL0006687537001

McCarthy & White, PLLC

Name: McCarthy & White, PLLC — McCarthy & White, PLLC, Form 5500 (2024)
Creator: McCarthy & White, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCarthy & White, PLLC 401(k) Plan

401(k) retirement plan · McCarthy & White, PLLC's McCarthy & White, PLLC 401(k) Plan held $3.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Kevin R. McCarthy signed McCarthy & White, PLLC's 2024 Form 5500 as plan administrator.

Kevin R. McCarthy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

McCarthy & White, PLLC's EIN is 01-0675340.

EIN 01-0675340

Plan number 001

Plan year 2024

ACK ID 20250710150828NAL0006687537001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McCarthy & White, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McCarthy & White, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCARTHY & WHITE, PLLC.

Finding similar companies…

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