# Mcgraw Insurance Services, LP 401(k) Plan
Source: https://planprovider.pro/companies/mcgraw-insurance-services-lp-401k-plan

> Mcgraw Insurance Services, LP's 401(k) plan: 185 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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