How big is McGrath & Co., PLLC CPAS' plan?

McGrath & Co., PLLC CPAS' plan reported $3.7M in assets and 30 participants for 2024.

Original filing (PDF)20250613130207NAL0013611987001

McGrath & Co., PLLC CPAS

Name: McGrath & Co., PLLC CPAS — MCG 401(k) Plan, Form 5500 (2024)
Creator: McGrath & Co., PLLC CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MCG 401(k) Plan

401(k) retirement plan · McGrath & Co., PLLC CPAS' MCG 401(k) Plan held $3.7M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Colette Garcia signed McGrath & Co., PLLC CPAS' 2024 Form 5500 as plan administrator.

Colette Garcia — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

McGrath & Co., PLLC CPAS' EIN is 27-0389120.

EIN 27-0389120

Plan number 001

Plan year 2024

ACK ID 20250613130207NAL0013611987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McGrath & Co., PLLC CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McGrath & Co., PLLC CPAS' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCGRATH & CO., PLLC CPAS.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score