How big is McGrath & Merrill Associates, Inc.'s plan?

McGrath & Merrill Associates, Inc.'s plan reported $700K in assets and 4 participants for 2024.

Original filing (PDF)20250616062643NAL0000748289001

McGrath & Merrill Associates, Inc.

Name: McGrath & Merrill Associates, Inc. — McGrath &, Form 5500 (2024)
Creator: McGrath & Merrill Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McGrath & Merrill Associates, Inc. Retirement Plan

401(k) retirement plan · McGrath & Merrill Associates, Inc.'s McGrath & Merrill Associates, Inc. Retirement Plan held $700K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$700K

Net assets (EOY)

$700K

Plan identifiers

McGrath & Merrill Associates, Inc.'s EIN is 92-0397740.

EIN 92-0397740

Plan number 001

Plan year 2024

ACK ID 20250616062643NAL0000748289001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

McGrath & Merrill Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 & MERRILL ASSOCIATES, INC..

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