Mcgrath Rentcorp Employee Stock Ownership And 401(k) Plan
Sponsored by Mcgrath Rentcorp · EIN 942579843 · Plan #001
- Total assets
- $135M
- Net assets
- $135M
- Active participants
- 1,237
- With balances
- 1,011
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $115,375 |
| Morningstar Inc | Investment management, Direct payment from the plan | $5,888 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $510 |