# Mcgrath-Colosimo, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/mcgrath-colosimo-ltd-401k-plan

> Mcgrath-Colosimo, Ltd.'s 401(k) plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcgrath-Colosimo, Ltd.

- **Sponsor EIN:** 363780892

- **Sponsor Address:** 470 EAST OGDEN AVENUE, WESTMONT, IL, 60559

- **Plan Type:** 401(k)

- **Total Participants:** 174

- **Total Assets:** $31.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|174|$31.8M|$426,834|$1.2M|

| 2023|172|$27.2M|$405,998|$1.2M|

| 2022|174|$25.7M|$431,777|$1.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| KOLNICKI, PETERSON & WIRTH, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$73,585|$36,969|$17,344|—|—|

| 2023|$55,008|$7,400|$19,675|—|—|

| 2022|$47,601|$6,768|$17,770|—|$23,063|

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