Original filing (PDF)20250404180251NAL0007131779001

MCGRATH FIVE INC

Name: MCGRATH FIVE INC — MCGRATH FIVE INC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MCGRATH FIVE INC

Form 5500-SF

FILING_RECEIVED

MCGRATH FIVE INC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$875K

Net assets (EOY)

$874K

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 FIVE INC.

Plan sponsor

Name

MCGRATH FIVE INC

EIN

46-5468379

Address

1085 SOUTH FORTUNA BOULEVARD · FORTUNA, CA · 955400000

Phone

(707) 725-7010

Industry

Supermarkets & Other Grocery Stores· Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Supermarkets & Other Grocery Stores plans

CANYON MARKET

CANYON MARKET 401(K) PLAN

$874K

HURLEYS SUPERMARKETS, INC.

HURLEY'S SUPERMARKETS EMPLOYEE 401(K) PLAN

$873K · 13 participants

MONTGOMERY FOODS, INC.

MONTGOMERY FOODS, INC. 401(K) PROFIT SHARING PLAN

$877K · 114 participants

RHODES GROCERY, INC.

RHODES GROCERY, INC. 401(K) PLAN

$870K · 75 participants

VI RETAIL INC

VI RETAIL INC 401(K) PROFIT SHARING PLAN & TRUST

$880K · 27 participants