How big is Kevin McCarthy Advisor Services' plan?

Kevin McCarthy Advisor Services' plan reported $387K in assets and 4 participants for 2024.

Original filing (PDF)20250908163550NAL0032896448001

Kevin McCarthy Advisor Services

Name: Kevin McCarthy Advisor Services — Kevin McCarthy, Form 5500 (2024)
Creator: Kevin McCarthy Advisor Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kevin McCarthy Advisor Services 401(k) Plan

401(k) retirement plan · Kevin McCarthy Advisor Services' Kevin McCarthy Advisor Services 401(k) Plan held $387K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$387K

Net assets (EOY)

$387K

People on this filing

Michael Vanderford signed Kevin McCarthy Advisor Services' 2024 Form 5500 as plan administrator.

Michael Vanderford — 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

Kevin McCarthy Advisor Services' EIN is 30-1154684.

EIN 30-1154684

Plan number 001

Plan year 2024

ACK ID 20250908163550NAL0032896448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kevin McCarthy Advisor Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kevin McCarthy Advisor Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEVIN MCCARTHY ADVISOR SERVICES.

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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