How big is McBee Avenue Wealth Advisors, LLC's plan?

McBee Avenue Wealth Advisors, LLC's plan reported $1.7M in assets and 11 participants for 2025.

Original filing (PDF)20260323083957NAL0001964338001

McBee Avenue Wealth Advisors, LLC

Name: McBee Avenue Wealth Advisors, LLC — McBee Avenue, Form 5500 (2025)
Creator: McBee Avenue Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McBee Avenue Wealth Advisors 401(k) Retirement Plan

401(k) retirement plan · McBee Avenue Wealth Advisors, LLC's McBee Avenue Wealth Advisors 401(k) Retirement Plan held $1.7M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

McBee Avenue Wealth Advisors, LLC's EIN is 82-4450835.

EIN 82-4450835

Plan number 001

Plan year 2025

ACK ID 20260323083957NAL0001964338001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for McBee Avenue Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

McBee Avenue Wealth Advisors, 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 MCBEE AVENUE WEALTH ADVISORS, 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