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MCCARTHY WEALTH MANAGEMENT

EIN 82-1393979-investment management-Latest filing 2025
Plans
1
Retirement
1
$3.5M assets
Welfare
0
Participants
6
2151 MICHELSON DRIVE, STE. 195 - IRVINE, CA 92612714-245-1381mamportfolios.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$3.5M - 6 part

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Retirement#001

MCCARTHY WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

401k

Assets$3.5M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MCCARTHY WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN401k$3.5M62025
Retirement plans
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