Original filing (PDF)20241014120515NAL0013248451001

MCGERVEY WEALTH MANAGEMENT, LLC

Name: MCGERVEY WEALTH MANAGEMENT, LLC — MCGERVEY WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MCGERVEY WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

MCGERVEY WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCGERVEY WEALTH MANAGEMENT, LLC.

Plan sponsor

Name