How big is McDermott-Armati Wealth Strategies, LLC's plan?

McDermott-Armati Wealth Strategies, LLC's plan reported $4.4M in assets and 4 participants for 2024.

Original filing (PDF)20250606100820NAL0012263473001

McDermott-Armati Wealth Strategies, LLC

Name: McDermott-Armati Wealth Strategies, LLC — Form 5500 Plan 001 (2024)
Creator: McDermott-Armati Wealth Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McDermott-Armati Wealth Strategies LLC

401(k) retirement plan · McDermott-Armati Wealth Strategies, LLC's McDermott-Armati Wealth Strategies LLC held $4.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

John Armati signed McDermott-Armati Wealth Strategies, LLC's 2024 Form 5500 as plan administrator.

John Armati — 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

McDermott-Armati Wealth Strategies, LLC's EIN is 27-0909375.

EIN 27-0909375

Plan number 001

Plan year 2024

ACK ID 20250606100820NAL0012263473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McDermott-Armati Wealth Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McDermott-Armati Wealth Strategies, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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