Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
MCCARTNEY WEALTH MANAGEMENT
EIN 27-3167381financial servicesLatest filing 2025
Plans
3
Retirement
2
$1.6M assets
Welfare
1
Participants
7
8777 BIG BEND BLVD, SUITE A - SAINT LOUIS, MO 63119314-246-0595mccwm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MCCARTNEY WEALTH MANAGEMENT 401K PLAN
401k
Assets$1.3M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MCCARTNEY WEALTH MANAGEMENT LLC DB PLAN
TraditionalDB
Assets$302K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
MCCARTNEY WEALTH MANAGEMENT LLC MCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCCARTNEY WEALTH MANAGEMENT 401K PLAN | 401k | $1.3M | 3 | 2025 | |
| 002 | MCCARTNEY WEALTH MANAGEMENT LLC DB PLAN | TraditionalDB | $302K | 2 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MCCARTNEY WEALTH MANAGEMENT LLC MCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans