Original filing (PDF)20250207125342NAL0023081072001

MCGRATH & COMPANY, LLP

Name: MCGRATH & COMPANY, LLP — MCGRATH, DOYLE & PHAIR - RETIREMENT PLAN, Form 5500 (2023)
Creator: MCGRATH & COMPANY, LLP

Form 5500-SF

FILING_RECEIVED

MCGRATH, DOYLE & PHAIR - RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCGRATH & COMPANY, LLP.

Plan sponsor

Name

MCGRATH & COMPANY, LLP

EIN

13-5559072

Address

PO BOX 212 · SEA GIRT, NJ · 08750

Phone

(212) 571-2300

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-02-07

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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