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  1. Companies/
  2. McVittie Financial Advisors, LLC.

Filings through Oct 24, 2026.

McVittie Financial Advisors, LLC.

EIN 20-4949976-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.3M assets
Health & Benefits
0
Participants
3
P.O. BOX 66078 - AUBURNDALE, MA 02466617-964-2035mcvittiefinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$2.3M - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

MCVITTIE FINANCIAL ADVISORS 401(K) PLAN

401(k)

Assets$2.3M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MCVITTIE FINANCIAL ADVISORS 401(K) PLAN401(k)$2.3M32025
  • MCVITTIE FINANCIAL ADVISORS 401(K) PLAN$2.3M
    #001 · 401(k) · 20253
Retirement plans
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