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Original filing (PDF)20251014124700NAL0003990816001
MID ATLANTIC CAPITAL GROUP
Form 5500
FILING_RECEIVED
MID ATLANTIC CAPITAL GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
827
Accounts w/ balance
915
Plan assets (EOY)
$70.8M
Net assets (EOY)
$70.8M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MID ATLANTIC CAPITAL GROUP.
Plan sponsor
Name
MID ATLANTIC CAPITAL GROUP
EIN
25-1442940
Address
1251 WATERFRONT PLACE SUITE 525 · PITTSBURGH, PA · 152224228
Phone
(412) 391-7077
Industry
Finance & Insurancesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
SISTERSON & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION BENEFITS | 25-1722805 | WEXFORD, PA | NONE | $8K | — |
Investments
36 direct securities · 1 pooled fund· $70.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$63.0M
35 holdings
Mutual Funds
$7.1M
1 holding
Common Collective Trust
$612K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-directed brokerage accounts Various equity and mutual fund investments | — | — | — | $11.5M | 16.3% | |
| Fidelity 500 Index Institutional Premium | Mutual Funds | — | — | $7.1M | 10.0% | |
| Vanguard Target Retirement 2040 | — | — | — | $5.9M | 8.3% | |
| Vanguard Target Retirement 2045 | — | — | — | $5.0M | 7.1% | |
| Vanguard Target Retirement 2050 | — | — | — | $3.1M | 4.4% | |
| Vanguard Target Retirement 2060 | — | — | — | $2.9M | 4.0% | |
| Vanguard Target Retirement 2025 | — | — | — | $2.8M | 4.0% | |
| Vanguard Target Retirement 2030 | — | — | — | $2.8M | 3.9% | |
| Vanguard Target Retirement 2055 | — | — | — | $2.7M | 3.9% | |
| Vanguard Target Retirement 2035 | — | — | — | $2.7M | 3.8% | |
| Vanguard Federal Money Market | — | — | — | $2.6M | 3.6% | |
| Fidelity Contrafund | — | — | — | $2.5M | 3.5% | |
| T. Rowe Price T. Rowe Price Growth Stock Class I | — | — | — | $2.2M | 3.2% | |
| SPDR S&P Dividend ETF | — | — | — | $1.6M | 2.3% | |
| Vanguard LifeStrategy Growth | — | — | — | $1.5M | 2.2% | |
| Vanguard Life Strategy Moderate Growth | — | — | — | $1.4M | 2.0% | |
| Cash equivalents * Mid Atlantic Trust Company Deposit Management Program I | — | — | — | $1.3M | 1.8% | |
| Vanguard Wellington Fund Admiral | — | — | — | $1.2M | 1.7% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $1.2M | 1.7% | |
| Dodge & Cox International Stock Fund | — | — | — | $876K | 1.2% | |
| Vanguard Small-Cap Growth Index Fund | — | — | — | $748K | 1.1% | |
| Participants Participant loans (interest rates from 4.25% to 9.50%) | — | — | — | $711K | 1.0% | |
| Fidelity Low-Priced Stock | — | — | — | $686K | 1.0% | |
| Vanguard Target Retirement 2020 | — | — | — | $679K | 1.0% | |
| UNIFIED TRUST STABLE VALUE MASTER AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $612K | 0.9% | |
| Vanguard Intermediate Term Bond Index Admiral | — | — | — | $610K | 0.9% | |
| Harbor Small Cap Value | — | — | — | $600K | 0.8% | |
| Hartford Schroders Hartford Schroders Emerging Markets | — | — | — | $475K | 0.7% | |
| Vanguard Target Retirement Income | — | — | — | $475K | 0.7% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $421K | 0.6% | |
| Columbia Mid Cap Index | — | — | — | $394K | 0.6% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $341K | 0.5% | |
| Harding Loevner Harding Loevner International Equity Portfolio | — | — | — | $316K | 0.4% | |
| Vanguard Short Term Investment Grade | — | — | — | $253K | 0.4% | |
| DoubleLine Total Return Bond | — | — | — | $247K | 0.3% | |
| Vanguard LifeStrategy Conservative Growth | — | — | — | $135K | 0.2% | |
| Vanguard LifeStrategy Income | — | — | — | $114K | 0.2% |
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