How big is McCarthy Kaster Guerrero CPAS' plan?

McCarthy Kaster Guerrero CPAS' plan reported $1.5M in assets and 9 participants for 2024.

Original filing (PDF)20250926100713NAL0009988816001

McCarthy Kaster Guerrero CPAS

Name: McCarthy Kaster Guerrero CPAS — McCarthy Kaster, Form 5500 (2024)
Creator: McCarthy Kaster Guerrero CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCarthy Kaster CPA'S Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · McCarthy Kaster Guerrero CPAS' McCarthy Kaster CPA'S Ltd. 401(k) Profit Sharing Plan held $1.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

McCarthy Kaster Guerrero CPAS' EIN is 88-0406581.

EIN 88-0406581

Plan number 001

Plan year 2024

ACK ID 20250926100713NAL0009988816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McCarthy Kaster Guerrero CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McCarthy Kaster Guerrero CPAS' plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCARTHY KASTER GUERRERO CPAS.

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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