Back to filter
Original filing (PDF)20250917114601NAL0001007538001
MG STRATEGY, LLC
Form 5500-SF
FILING_RECEIVED
MG STRATEGY, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MG STRATEGY, LLC.
Plan sponsor
Name
MG STRATEGY, LLC
EIN
26-4089921
Address
420 LANCASTER AVENUE · MOUNT GRETNA, PA · 17064
Phone
(215) 422-2670
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
GRANT CENTRAL LLC
GRANT CENTRAL LLC 401(K)/DISCRETIONARY DEFINED CONTRIBUTION PLAN
$1.0M · 4 participants
PARAGON MANAGEMENT, INC
PARAGON MANAGEMENT, INC 401(K) PROFIT SHARING PLAN
$1.0M · 3 participants
C3 INDUSTRIAL BLASTING AND COATINGS INC
C3 INDUSTRIAL BLASTING AND COATINGS INC 401(K) PROFIT SHARING PLAN AND TRUST
$1.0M · 13 participants
TANGIBLE GLOBAL, INC.
TANGIBLE GLOBAL, INC. 401(K) PLAN
$1.0M · 8 participants
EXCEEDCARE GROUP
EXCEEDCARE GROUP 401(K) PROFIT SHARING PLAN AND TRUST
$1.0M · 7 participants
HEALY-MURPHY CENTER, INC.
HEALY-MURPHY CENTER, INC. 401(K) RETIREMENT PLAN
$1.0M · 60 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B