How big is McGowan Wealth Management, LLC's plan?

McGowan Wealth Management, LLC's plan reported $524K in assets and 3 participants for 2024.

Original filing (PDF)20250909112529NAL0033593440001

McGowan Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

McGowan Wealth Management, LLC 401(k) Plan

401(k) retirement plan · McGowan Wealth Management, LLC's McGowan Wealth Management, LLC 401(k) Plan held $524K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$524K

Net assets (EOY)

$524K

People on this filing

Kyle McGowan signed McGowan Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Kyle McGowan — 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

McGowan Wealth Management, LLC's EIN is 81-5278412.

EIN 81-5278412

Plan number 001

Plan year 2024

ACK ID 20250909112529NAL0033593440001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

McGowan Wealth Management, 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 MCGOWAN WEALTH MANAGEMENT, 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