# Mcgrath Rentcorp 401(k) Plan
Source: https://planprovider.pro/companies/mcgrath-rentcorp-401k-plan

> Mcgrath Rentcorp's 401(k) plan: 1,237 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcgrath Rentcorp

- **Sponsor EIN:** 942579843

- **Sponsor Address:** 5700 LAS POSITAS ROAD, LIVERMORE, CA, 94551

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

- **Total Participants:** 1,237

- **Total Assets:** $135.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|1,237|$135.3M|$3.2M|$6.9M|

| 2023|1,233|$123.8M|$3.1M|$6.6M|

| 2022|1,234|$102.9M|$2.8M|$6.0M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$115,375|—|$115,375|

| MORNINGSTAR INC|NONE|$5,888|—|$5,888|

| GRANT THORNTON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORNINGSTAR INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $121,263

- **Estimated Expense Ratio:** 0.090% of plan assets

### 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|$94,356|$9,865|—|—|—|

| 2023|$112,692|$4,276|—|—|—|

| 2022|$111,921|$979|$6,023|—|$50|

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