McGrath Insurance Group, Inc. 401(k) Plan

The McGrath Insurance Group, Inc. 401(k) on its latest Form 5500

McGrath Insurance Group, Inc. (EIN 44-0650287) reports MCGRATH INSURANCE GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $1.1M in plan assets across 14 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full McGrath Insurance Group, Inc. filing — schedules, fees, and providers.

Who runs the McGrath Insurance Group, Inc. 401(k)?

McGrath Insurance Group, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask McGrath Insurance Group, Inc.HR for the recordkeeper’s name and login.

How to check your McGrath Insurance Group, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask McGrath Insurance Group, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).