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Original filing (PDF)20250923155731NAL0008222739001
MGS, INC.
Form 5500
FILING_RECEIVED
MGS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
163
Accounts w/ balance
160
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MGS, INC..
Plan sponsor
Name
MGS, INC.
EIN
23-1605766
Address
178 MUDDY CREEK CHURCH ROAD · DENVER, PA · 175179328
Phone
(717) 336-7528
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIMON LEVER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $33K | — |
Investments
26 direct securities· $7.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2030-I Fund | — | — | — | $1.2M | 17.1% | |
| T Rowe Price Retirement 2050-I Fund | — | — | — | $1.0M | 14.5% | |
| JPMorgan Large Cap Growth Fund R6 | — | — | — | $812K | 11.2% | |
| T Rowe Price Retirement 2020-I Fund | — | — | — | $686K | 9.5% | |
| Principal Midcap Blend Fund R6 | — | — | — | $611K | 8.4% | |
| Hartford Dividend and Growth Fund R6 | — | — | — | $368K | 5.1% | |
| T Rowe Price Capital Appreciation Fund | — | — | — | $363K | 5.0% | |
| T Rowe Price Mid Cap Value Fund I | — | — | — | $362K | 5.0% | |
| T Rowe Price Retirement 2040-I Fund | — | — | — | $337K | 4.7% | |
| Vanguard Small-Cap Index Fund | — | — | — | $297K | 4.1% | |
| T Rowe Price Retirement 2060-I Fund | — | — | — | $272K | 3.7% | |
| Vanguard 500 Index Fund Admiral | — | — | — | $218K | 3.0% | |
| T Rowe Price Retirement 2005-I Fund | — | — | — | $185K | 2.5% | |
| Vanguard Developed Markets Index Fund Admiral | — | — | — | $97K | 1.3% | |
| T Rowe Price Retirement 2010-I Fund | — | — | — | $76K | 1.0% | |
| Participant Loans Rate of 3.24% - 8.74% 0 | — | — | — | $75K | 1.0% | |
| Vanguard Federal Money Market | — | — | — | $72K | 1.0% | |
| Vanguard Total Bond Market Index Fund Admiral | — | — | — | $70K | 1.0% | |
| T Rowe Price Retirement 2055-I Fund | — | — | — | $28K | 0.4% | |
| Vanguard Short-Term Bond Index Fund Admiral | — | — | — | $15K | 0.2% | |
| JPMorgan U.S. Government Money Market | — | — | — | $5K | <0.1% | |
| DFA Emerging Markets Core Equity | — | — | — | $4K | <0.1% | |
| Victory Sycamore Small Company Opportunity Fund | — | — | — | $3K | <0.1% | |
| Hartford Schroders International Stock Fund SDR | — | — | — | $1K | <0.1% | |
| T Rowe Price Retirement 2065-I Fund | — | — | — | $1K | <0.1% | |
| T Rowe Price Retirement 2045-I Fund | — | — | — | $1K | <0.1% |
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