Sponsor portfolio
MCKINNON WEALTH MANAGEMENT
EIN 46-0791130Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$3.1M assets
Welfare
0
Participants
12
500 WEST CYPRESS CREEK ROAD, STE 680 - FT. LAUDERDALE, FL 33309954-634-4042
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCKINNON WEALTH MANAGEMENT 401(K) PLAN | 401k | $3.1M | 12 | 2025 |
Retirement plans