Original filing (PDF)20230627153147NAL0002449971001

MCGERVEY WEALTH MANAGEMENT, LLC

Name: MCGERVEY WEALTH MANAGEMENT, LLC — MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - 2023, Form 5500 (2022)
Creator: MCGERVEY WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - 2023

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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

16-1694786

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

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-04-20

Filed

2023-06-27

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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