How big is MG Engineering DPC's plan?

MG Engineering DPC's plan reported $22.0M in assets and 194 participants for 2024.

Original filing (PDF)20251015120252NAL0004786017001

MG Engineering DPC

Name: MG Engineering DPC — MG Engineering DPC 401(k), Form 5500 (2024)
Creator: MG Engineering DPC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

MG Engineering DPC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · MG Engineering DPC's MG Engineering DPC 401(k) Profit Sharing Plan and Trust held $22.0M in plan assets for 194 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

41% in single holdingCorrective distributions issued

Active participants

194

Accounts w/ balance

177

Plan assets (EOY)

$22.0M

Net assets (EOY)

$22.0M

Plan identifiers

MG Engineering DPC's EIN is 13-3629038.

EIN 13-3629038

Plan number 001

Plan year 2024

ACK ID 20251015120252NAL0004786017001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MG Engineering DPC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MG Engineering DPC'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 MG ENGINEERING DPC.

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).
Bottom-decile employer contributions per participant (8th percentile).

Plan sponsor

Name

MG ENGINEERING DPC

EIN

all filings

Address

116 WEST 32ND ST · NEW YORK, NY · 10001

Phone

(212) 531-8351

Industry

Engineering Services· Professional & Technical Services

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$37K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA INVESTMENTS ADVISORS LLC	36-3258176	—	ADVISOR	$47K	—

Accountant / Auditor

Investments

33 direct securities· $22.0M(100% of reported assets)

Common Collective Trusts

$9.1M

2 holdings

Mutual Funds

$7.9M

18 holdings

Other securities

$4.7M

12 holdings

Bonds / Notes

$303K

1 holding

					% of plan
Vanguard 500 Index Adm Mutual Fund	Common Collective Trusts	—	—	$9.1M	41.1%
Vanguard VMMR-Fed MMKT Interest-Bearing Cash	Mutual Funds	—	—	$3.1M	13.9%
CBA Lg Cap Gr I Mutual Fund	Other securities	—	—	$1.4M	6.3%
Vanguard Tot Stk Mkt Adm Mutual Fund	Mutual Funds	—	—	$1.1M	5.2%
PIF Midcap Fund I Mutual Fund	Other securities	—	—	$924K	4.2%
JP Morgan Sm Cap Eq R6 Mutual Fund	Other securities	—	—	$845K	3.8%
American Funds Trgt Date 2060 R6 Mutual Fund	Mutual Funds	—	—	$657K	3.0%
American Funds Trgt Date 2050 R6 Mutual Fund	Mutual Funds	—	—	$528K	2.4%
GS Intl Sm CP Ins I Mutual Fund	Other securities	—	—	$525K	2.4%
JP Morgan Equity Income R6 Mutual Fund	Other securities	—	—	$499K	2.3%
American Funds Trgt Date 2040 R6 Mutual Fund	Mutual Funds	—	—	$383K	1.7%
American Funds Trgt Date 2045 R6 Mutual Fund	Mutual Funds	—	—	$346K	1.6%
American Funds Trgt Date 2025 R6 Mutual Fund	Mutual Funds	—	—	$324K	1.5%
American Funds Trgt Date 2030 R6 Mutual Fund	Mutual Funds	—	—	$316K	1.4%
American Funds Trgt Date 2035 R6 Mutual Fund	Mutual Funds	—	—	$312K	1.4%
Participant Loans Interest Rates 4.25% - 9.50% -	Bonds / Notes	—	—	$303K	1.4%
Artisan Intl Val IS Mutual Fund	Other securities	—	—	$274K	1.2%
American Funds Trgt Date 2055 R6 Mutual Fund	Mutual Funds	—	—	$216K	1.0%
Vanguard Infl Prot Adm Mutual Fund	Mutual Funds	—	—	$172K	0.8%
Fed Inst High Yield IS Mutual Fund	Other securities	—	—	$145K	0.7%
American Funds Trgt Date 2020 R6 Mutual Fund	Mutual Funds	—	—	$122K	0.6%
Dodge & Cox Income Mutual Fund	Mutual Funds	—	—	$100K	0.5%
Vanguard Tot Intl Stk Adm Mutual Fund	Mutual Funds	—	—	$97K	0.4%
American Funds New World Fund R6 Mutual Fund	Mutual Funds	—	—	$83K	0.4%
JP Morgan Mtg Backd Sec R6 Mutual Fund	Other securities	—	—	$62K	0.3%
Franklin Cnvrtbl Sec R6 Mutual Fund	Mutual Funds	—	—	$61K	0.3%
C&S Real Estate Z Mutual Fund	Other securities	—	—	$56K	0.3%
Baird SH TM Bond IS Mutual Fund	Other securities	—	—	$11K	<0.1%
GS Global CR FX Income IS Mutual Fund	Other securities	—	—	$10K	<0.1%
Vanguard Tot Bd Mkt Adm Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
Vanguard TL Intl Bd Idx Adm Mutual Fund	Common Collective Trusts	—	—	$8K	<0.1%
TRP SPTM Mod Gr I Mutual Fund	Other securities	—	—	$7K	<0.1%
Vanguard Bal Index Adm Mutual Fund	Mutual Funds	—	—	$6K	<0.1%