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

McNaughton Wealth Management, LLC's plan reported $3.9M in assets and 6 participants for 2025.

Original filing (PDF)20260216113449NAL0005776690001

McNaughton Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

McNaughton Wealth Management, LLC 401(k) Plan

401(k) retirement plan · McNaughton Wealth Management, LLC's McNaughton Wealth Management, LLC 401(k) Plan held $3.9M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Patrick McNaughton signed McNaughton Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Patrick McNaughton — 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

McNaughton Wealth Management, LLC's EIN is 83-3417442.

EIN 83-3417442

Plan number 002

Plan year 2025

ACK ID 20260216113449NAL0005776690001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

McNaughton Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Knocking points off