How big is McCartney Wealth Management LLC's plan?

McCartney Wealth Management LLC's plan reported $5K in assets and 2 participants for 2024.

Original filing (PDF)20251229104929NAL0041578834001

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 MCF Benefit Plan

Health & welfare plan · McCartney Wealth Management LLC's McCartney Wealth Management LLC MCF Benefit Plan held $5K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$1K

People on this filing

Becky Wekenborg signed McCartney Wealth Management LLC's 2024 Form 5500 as plan administrator.

Becky Wekenborg — 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 501

Plan year 2024

ACK ID 20251229104929NAL0041578834001

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 health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score