How big is McKinnon Wealth Management's plan?

McKinnon Wealth Management's plan reported $2.4M in assets and 8 participants for 2024.

Original filing (PDF)20250707092710NAL0003071041001

McKinnon Wealth Management

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

Form 5500-SF

FILING_RECEIVED

McKinnon Wealth Management 401(k) Plan

401(k) retirement plan · McKinnon Wealth Management's McKinnon Wealth Management 401(k) Plan held $2.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Matthew Wright signed McKinnon Wealth Management's 2024 Form 5500 as plan administrator.

Matthew Wright — 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

McKinnon Wealth Management's EIN is 46-0791130.

EIN 46-0791130

Plan number 001

Plan year 2024

ACK ID 20250707092710NAL0003071041001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

McKinnon Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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