Sponsor portfolio
MCNAUGHTON WEALTH MANAGEMENT, LLC
EIN 83-3417442financial servicesLatest filing 2025
Plans
1
Retirement
1
$3.9M assets
Welfare
0
Participants
6
3655 NOBEL DRIVE, SUITE 490 - SAN DIEGO, CA 92122858-693-2310mcnaughtonwealthmgmt.comLinkedIn1-10 employeesfinancial services
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 | |
|---|---|---|---|---|---|---|
| 002 | MCNAUGHTON WEALTH MANAGEMENT, LLC 401(K) PLAN | 401k | $3.9M | 6 | 2025 |
Retirement plans