How big is McCay Wealth Advisory, LLC's plan?

McCay Wealth Advisory, LLC's plan reported $1.2M in assets and 11 participants for 2024.

Original filing (PDF)20250717135005NAL0000395345005

McCay Wealth Advisory, LLC

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

Form 5500-SF

FILING_RECEIVED

McCay Wealth Advisory 401(k) Plan

401(k) retirement plan · McCay Wealth Advisory, LLC's McCay Wealth Advisory 401(k) Plan held $1.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Emily S McCay signed McCay Wealth Advisory, LLC's 2024 Form 5500 as plan administrator.

Emily S McCay — 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

McCay Wealth Advisory, LLC's EIN is 45-2705395.

EIN 45-2705395

Plan number 001

Plan year 2024

ACK ID 20250717135005NAL0000395345005

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

McCay Wealth Advisory, LLC's 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 MCCAY WEALTH ADVISORY, LLC.

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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