Plan Snapshot
- Plan Sponsor: Mcgraw Insurance Services, LP
- Sponsor EIN: 472574722
- Sponsor Address: 5515 E. LA PALMA AVE., ANAHEIM, CA, 92807
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $36.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 185 | $36.1M | $1.0M | $1.9M |
| 2023 | 198 | $30.2M | $991,640 | $1.9M |
| 2022 | 203 | $25.7M | $882,343 | $1.8M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORD-KEEPER | $10,204 | — | $10,204 |
| JLK ROSENBERGER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JLK ROSENBERGER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,204
- Estimated Expense Ratio: 0.028% 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 | $10,204 | — | $5,377 | — | — |
| 2023 | $20,307 | — | $14,142 | — | — |
| 2022 | $11,867 | — | $11,867 | — | — |