Sponsor portfolio
MCKINLEY CARTER WEALTH SERVICES
EIN 54-2111721investment managementLatest filing 2024
Plans
1
Retirement
1
$17.4M assets
Welfare
0
Participants
61
2100 MARKET STREET, SUITE 300 - WHEELING, WV 26003304-230-2400mckinleycarter.comLinkedIn11-50 employeesinvestment management
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 | MCKINLEY CARTER WEALTH SERVICES 401K PLAN | 401k | $17.4M | 61 | 2024 |
Retirement plans