How big is Mountain Crest Wealth Management II, LLC's plan?

Mountain Crest Wealth Management II, LLC's plan reported $271K in assets and 6 participants for 2024.

Original filing (PDF)20251001183940NAL0006062147001

Mountain Crest Wealth Management II, LLC

Name: Mountain Crest Wealth Management II, LLC — Form 5500 Plan 001 (2024)
Creator: Mountain Crest Wealth Management II, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mountain Crest Wealth Management II, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Mountain Crest Wealth Management II, LLC's Mountain Crest Wealth Management II, LLC 401(k) Profit Sharing Plan held $271K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

Plan identifiers

Mountain Crest Wealth Management II, LLC's EIN is 88-2483431.

EIN 88-2483431

Plan number 001

Plan year 2024

ACK ID 20251001183940NAL0006062147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mountain Crest Wealth Management II, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mountain Crest Wealth Management II, LLC'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 MOUNTAIN CREST WEALTH MANAGEMENT II, 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