How big is McVittie Financial Advisors, LLC.'s plan?

McVittie Financial Advisors, LLC.'s plan reported $2.0M in assets and 3 participants for 2024.

Original filing (PDF)20251014161258NAL0001667059001

McVittie Financial Advisors, LLC.

Name: McVittie Financial Advisors, LLC. — McVittie Financi, Form 5500 (2024)
Creator: McVittie Financial Advisors, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McVittie Financial Advisors 401(k) Plan

401(k) retirement plan · McVittie Financial Advisors, LLC.'s McVittie Financial Advisors 401(k) Plan held $2.0M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

McVittie Financial Advisors, LLC.'s EIN is 20-4949976.

EIN 20-4949976

Plan number 001

Plan year 2024

ACK ID 20251014161258NAL0001667059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McVittie Financial Advisors, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McVittie Financial Advisors, LLC.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCVITTIE FINANCIAL ADVISORS, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score