How big is McKinley Carter Wealth Services' plan?

McKinley Carter Wealth Services' plan reported $17.4M in assets and 51 participants for 2024.

Original filing (PDF)20250917080505NAL0000240961001

McKinley Carter Wealth Services

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

Form 5500-SF

FILING_RECEIVED

McKinley Carter Wealth Services 401(k) Plan

401(k) retirement plan · McKinley Carter Wealth Services' McKinley Carter Wealth Services 401(k) Plan held $17.4M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.4M

Net assets (EOY)

$17.4M

People on this filing

Nicholas ZAPF signed McKinley Carter Wealth Services' 2024 Form 5500 as plan administrator.

Nicholas ZAPF — 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

McKinley Carter Wealth Services' EIN is 54-2111721.

EIN 54-2111721

Plan number 001

Plan year 2024

ACK ID 20250917080505NAL0000240961001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

McKinley Carter Wealth Services' plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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