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

MGR Wealth Management, LLC's plan reported $73K in assets and 4 participants for 2025.

Original filing (PDF)20260511181529NAL0005525971001

MGR Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

MGR Wealth Management, LLC Cash Balance Plan

Defined-benefit pension plan · MGR Wealth Management, LLC's MGR Wealth Management, LLC Cash Balance Plan held $73K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$73K

Net assets (EOY)

$73K

People on this filing

Heather Stewart signed MGR Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Heather Stewart — 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

MGR Wealth Management, LLC's EIN is 93-4255158.

EIN 93-4255158

Plan number 002

Plan year 2025

ACK ID 20260511181529NAL0005525971001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

MGR Wealth Management, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MGR 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score