How big is McClure Wealth, Inc.'s plan?

McClure Wealth, Inc.'s plan reported $218K in assets and 3 participants for 2024.

Original filing (PDF)20251002164552NAL0001669746001

McClure Wealth, Inc.

Name: McClure Wealth, Inc. — McClure Wealth, Inc. 401(k), Form 5500 (2024)
Creator: McClure Wealth, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McClure Wealth, Inc. 401(k) Plan

401(k) retirement plan · McClure Wealth, Inc.'s McClure Wealth, Inc. 401(k) Plan held $218K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$218K

Net assets (EOY)

$218K

Plan identifiers

McClure Wealth, Inc.'s EIN is 46-3932568.

EIN 46-3932568

Plan number 001

Plan year 2024

ACK ID 20251002164552NAL0001669746001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

McClure Wealth, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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