# Mcguff Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mcguff-company-inc-401k-plan

> Mcguff Company, INC.'s 401(k) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcguff Company, INC.

- **Sponsor EIN:** 953797134

- **Sponsor Address:** 3524 W LAKE CENTER DRIVE, SANTA ANA, CA, 92704

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

- **Total Participants:** 91

- **Total Assets:** $10.9M

## 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|91|$10.9M|$137,885|$584,218|

| 2023|91|$8.8M|$137,877|$504,057|

| 2022|112|$8.8M|$147,807|$676,233|

## 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|

| BURHAN GIBSON|FINACIAL ADVISOR|$33,787|—|$33,787|

| WRIGHT FORD YOUNG & CO|AUDITOR|$13,340|—|$13,340|

| HICKS PENSION SERVICES|TPA|$12,439|—|$12,439|

| LINCOLN NATIONAL CORPORATION|RECORDKEEPER|$12,439|—|$12,439|

### Verified Provider Profiles

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

- [WRIGHT FORD YOUNG & CO](https://planprovider.pro/provider/wright-ford-young-and-co) — AUDITOR

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,005

- **Estimated Expense Ratio:** 0.662% 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|$70,408|—|—|—|—|

| 2023|$28,040|$5,817|$4,200|$12,500|—|

| 2022|$14,455|—|—|—|$14,455|

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