How big is McCarthy Wilson, LLP's plan?

McCarthy Wilson, LLP's plan reported $11.1M in assets and 29 participants for 2024.

Original filing (PDF)20250913130136NAL0002212208001

McCarthy Wilson, LLP

Name: McCarthy Wilson, LLP — McCarthy Wilson 401(k) Profit, Form 5500 (2024)
Creator: McCarthy Wilson, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCarthy Wilson 401(k) Profit Sharing Retirement Plan

401(k) retirement plan · McCarthy Wilson, LLP's McCarthy Wilson 401(k) Profit Sharing Retirement Plan held $11.1M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

Plan identifiers

McCarthy Wilson, LLP's EIN is 52-0885155.

EIN 52-0885155

Plan number 001

Plan year 2024

ACK ID 20250913130136NAL0002212208001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McCarthy Wilson, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McCarthy Wilson, LLP'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 MCCARTHY WILSON, LLP.

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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