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  1. Companies/
  2. McCarthy Asset Management, Inc.

Filings through Oct 24, 2026.

McCarthy Asset Management, Inc.

EIN 72-1589298-investment management-Latest filing 2025
Plans
1
Retirement
1
$5.0M assets
Health & Benefits
0
Participants
3
3 LAGOON DRIVE, SUITE 155 - REDWOOD SHORES, CA 94065650-610-9540mamportfolios.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$5.0M - 3 part

Plan summaries

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

Retirement#001

MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN

401(k)

Assets$5.0M
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
#001MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN401(k)$5.0M32025
  • MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN$5.0M
    #001 · 401(k) · 20253
Retirement plans
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