Derek J Murphy signed MGS Group North America, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MGS Group North America, Inc.'s EIN is 39-1659416.
Download the official 2023 Form 5500 (PDF) for MGS Group North America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)MGS Group North America, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | MILWAUKEE, WI | ADVISOR | $45K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund America | Mutual Funds | — | — | $6.5M | 12.0% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTOR TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $5.7M | 10.6% | |
| American Funds Balanced Fund | Mutual Funds | — | — | $4.9M | 9.0% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $4.3M | 8.0% | |
| Clearbridge Small Cap Growth | Other securities | — | — | $4.0M | 7.4% | |
| American Funds Washington Mutual | Mutual Funds | — | — | $2.5M | 4.7% | |
| JP Morgan MidCap Value Fund | Other securities | — | — | $2.3M | 4.2% | |
| Blackrock Mid Cap Growth Equity | Other securities | — | — | $2.3M | 4.2% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $2.2M | 4.1% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $2.1M | 3.9% | |
| American Funds EuroPacific Growth | Mutual Funds | — | — | $2.0M | 3.7% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $1.7M | 3.2% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $1.7M | 3.2% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $1.7M | 3.1% | |
| T. Rowe Price Retirement Balanced | Other securities | — | — | $1.6M | 3.0% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $1.6M | 3.0% | |
| Delaware Small Cap Value | Other securities | — | — | $1.3M | 2.4% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $1.2M | 2.2% | |
| Western Asset Core Bond Fund | Other securities | — | — | $1.1M | 2.1% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $654K | 1.2% | |
| Notes receivable from participants | Other securities | — | — | $625K | 1.2% | |
| Blackrock High Yield Bond | Other securities | — | — | $387K | 0.7% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $356K | 0.7% | |
| CGQ Partners Emerging Markets | Other securities | — | — | $241K | 0.4% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $212K | 0.4% | |
| T. Rowe Price Retirement 2015 | Other securities | — | — | $191K | 0.4% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $182K | 0.3% | |
| T. Rowe Price Retirement 2065 | Other securities | — | — | $167K | 0.3% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $133K | 0.2% | |
| T. Rowe Price Real Estate | Other securities | — | — | $86K | 0.2% | |
| T. Rowe Price Retirement 2010 | Other securities | — | — | $36K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
