# Mcmorgan Infrastructure 401(k) Plan
Source: https://planprovider.pro/companies/mcmorgan-infrastructure-223456789-001

> Mcmorgan Infrastructure's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcmorgan Infrastructure

- **Sponsor EIN:** 223456789

- **Sponsor Address:** 33 NEW MONTGOMERY STREET, SAN FRANCISCO, CA, 94105

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $968.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$968.0M|$0|$0|

| 2023|0|$990.2M|$0|$0|

## 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|

| OMERS|Other Service Provider|$3,009,110|—|$3,009,110|

| MCMORGAN & CO. LLC|Investment Advisor|$2,553,968|—|$2,553,968|

| GRANDFUND INVESTMENT GROUP LLC|Other Service Provider|$1,611,523|—|$1,611,523|

| STATE STREET BANK & TRUST|Other Service Provider|$576,040|—|$576,040|

| PWC LLP|Auditor|$438,025|—|$438,025|

| KPMG|Auditor|$391,285|—|$391,285|

| VALIDUS|Other Service Provider|$102,069|—|$102,069|

| LOCKTON INVOICE|Other Service Provider|$31,076|—|$31,076|

| MAPLES|Other Service Provider|$13,200|—|$13,200|

| PEI MEDIA LTD|Other Service Provider|$6,895|—|$6,895|

### Verified Provider Profiles

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

- [PWC LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

- [KPMG](https://planprovider.pro/provider/kpmg-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,733,191

- **Estimated Expense Ratio:** 0.902% 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|$8,097,414|$6,691,123|$282,037|—|—|

| 2023|$8,878,138|$7,447,392|$281,982|—|—|

## Similar Plans

- [9 Dot Education Solutions Group Insurance Arrangement](https://planprovider.pro/companies/9-dot-education-solutions-group-insurance-arrangement-846638194-501) — 1,193 participants

- [Open Health Trust](https://planprovider.pro/companies/open-health-trust-476663415-501) — 932 participants

- [Community Partners](https://planprovider.pro/companies/community-partners-403b-plan) — 843 participants

- [Fox Rent A Car, INC.](https://planprovider.pro/companies/fox-rent-a-car-inc-401k-plan) — 729 participants

- [Killer Bbees INC 401 K Plan](https://planprovider.pro/companies/killer-bbees-inc-401-k-plan-plan) — 2 participants

- [Cutterboy,INC.](https://planprovider.pro/companies/cutterboy-inc-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mcmorgan-infrastructure-223456789-001)

© 2026 PlanProvider.Pro