Original filing (PDF)20251001101715NAL0005870211001

MCCARTNEY WEALTH MANAGEMENT LLC

Name: MCCARTNEY WEALTH MANAGEMENT LLC — MCCARTNEY WEALTH MANAGEMENT LLC DB PLAN, Form 5500 (2024)
Creator: MCCARTNEY WEALTH MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

MCCARTNEY WEALTH MANAGEMENT LLC DB PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$302K

Net assets (EOY)

$302K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

MCCARTNEY WEALTH MANAGEMENT LLC

EIN

27-3167381all filings

Address

7733 FORSYTH BLVD 11TH FLOOR · CLAYTON, MO · 63105

Phone

(314) 246-0595

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

1A · Pay-related DB formula

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

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

Related plans

Similar-size Finance & Insurance plans

NELSON FINANCIAL PARTNERS, LLC

NELSON FINANCIAL PARTNERS, LLC 401K PLAN

$301K · 1 participants

MARIA DREYFUS

MARIA DREYFUS INCENTIVE SAVINGS PLAN

$302K · 4 participants

NEXWELL USA SERVICES, LLC

NEXWELL USA SERVICES 401(K) SAVINGS PLAN

$301K · 8 participants

UPWELLING CAPITAL GROUP LLC

UPWELLING CAPITAL GROUP LLC 401(K) PLAN

$302K · 8 participants

BRIDGEWATER CAPITAL, INC

BRIDGEWATER CAPITAL, INC 401(K) PLAN

$302K · 13 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.