· 2022–2024 · DOL EFAST2

MCGERVEY WEALTH MANAGEMENT, LLC — MCGERVEY WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST, Form 5500 (2023)

Original filing (PDF)20241014115855NAL0052142402001

MCGERVEY WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

MCGERVEY WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST

401(k) retirement plan

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCGERVEY WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

MCGERVEY WEALTH MANAGEMENT, LLC

EIN

16-1694786all filings

Address

4001 WHIPPLE AVENUE NW · SUITE 202 · CANTON, OH · 44718

Phone

(330) 493-9300

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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