Original filing (PDF)20241014115855NAL0052142402001

McGervey Wealth Management, LLC

Name: McGervey Wealth Management, LLC — McGervey Wealth, Form 5500 (2023)
Creator: McGervey Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McGervey Wealth Management, LLC Employees Savings Trust

401(k) retirement plan · McGervey Wealth Management, LLC's McGervey Wealth Management, LLC Employees Savings Trust filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Edward McGervey signed McGervey Wealth Management, LLC's 2023 Form 5500 as plan administrator.

Edward McGervey — 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

McGervey Wealth Management, LLC's EIN is 16-1694786.

EIN 16-1694786

Plan number 001

Plan year 2023

ACK ID 20241014115855NAL0052142402001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for McGervey Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

McGervey Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCGERVEY WEALTH MANAGEMENT, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score