Plan Snapshot
- Plan Sponsor: Mcmorgan & Company LLC
- Sponsor EIN: 522334338
- Sponsor Address: 33 NEW MONTGOMERY ST, 20TH FLOOR, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 50
- Total Assets: $33.0M
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 | 50 | $33.0M | $457,664 | $552,228 |
| 2023 | 30 | $28.1M | $506,465 | $393,310 |
| 2022 | 28 | $27.1M | $551,841 | $411,018 |
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