How big is McCartney Wealth Management LLC's plan?

McCartney Wealth Management LLC's plan reported $302K in assets and 2 participants for 2024.

Original filing (PDF)20251001101715NAL0005870211001

McCartney Wealth Management LLC

Name: McCartney Wealth Management LLC — McCartney Wealth, Form 5500 (2024)
Creator: McCartney Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCartney Wealth Management LLC DB Plan

Defined-benefit pension plan · McCartney Wealth Management LLC's McCartney Wealth Management LLC DB Plan held $302K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$302K

Net assets (EOY)

$302K

People on this filing

Michael P. McCartney signed McCartney Wealth Management LLC's 2024 Form 5500 as plan administrator.

Michael P. McCartney — 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

McCartney Wealth Management LLC's EIN is 27-3167381.

EIN 27-3167381

Plan number 002

Plan year 2024

ACK ID 20251001101715NAL0005870211001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McCartney Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McCartney Wealth Management LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off