# Mcmorgan & Company LLC 401(k) Plan
Source: https://planprovider.pro/companies/mcmorgan-company-llc-401k-plan

> Mcmorgan & Company LLC's 401(k) plan: 50 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **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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