Original filing (PDF)20250603112740NAL0007203091001

MCBEE AVENUE WEALTH ADVISORS, LLC

Name: MCBEE AVENUE WEALTH ADVISORS, LLC — MCBEE AVENUE WEALTH ADVISORS 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: MCBEE AVENUE WEALTH ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

MCBEE AVENUE WEALTH ADVISORS 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCBEE AVENUE WEALTH ADVISORS, LLC.

Plan sponsor

Name

MCBEE AVENUE WEALTH ADVISORS, LLC

EIN

82-4450835

Address

501 E. MCBEE AVENUE · SUITE 101 · GREENVILLE, SC · 29601

Phone

(864) 232-2881

Industry

Finance & Insurancesee all

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

2025-06-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

WELLSPRING FINANCIAL CORPORATION

WELLSPRING FINANCIAL CORPORATION 401K PLAN

$1.4M · 5 participants

SHERPA FINANCIAL GROUP, LLC

SHERPA FINANCIAL GROUP 401K PLAN

$1.4M · 2 participants

WINDWARD PRIVATE WEALTH MANAGEMENT INC.

WINDWARD PRIVATE WEALTH MANAGEMENT INC. 401(K) PLAN

$1.4M · 9 participants

DWC FINANCIAL SERVICES, INC.

DWC FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

$1.4M · 7 participants

KMJ FINANCIAL GROUP LLC

KMJ FINANCIAL GROUP, L.L.C. 401(K) PLAN