How big is McManus Wealth's plan?

McManus Wealth's plan reported $4.0M in assets and 6 participants for 2024.

Original filing (PDF)20251015140303NAL0002535875001

McManus Wealth

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

Form 5500-SF

FILING_RECEIVED

McManus Wealth 401(k) Plan

401(k) retirement plan · McManus Wealth's McManus Wealth 401(k) Plan held $4.0M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

McManus Wealth's EIN is 82-3911985.

EIN 82-3911985

Plan number 001

Plan year 2024

ACK ID 20251015140303NAL0002535875001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

McManus Wealth's plan includes profit-sharing, a 401(k) feature, 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 MCMANUS WEALTH.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Plan sponsor

Name

MCMANUS WEALTH

EIN

all filings

Address

9870 RESEARCH DRIVE · IRVINE, CA · 92618

Phone

(800) 516-5333

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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