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Original filing (PDF)20250922130654NAL0006138384001
MMGY GLOBAL, LLC
Form 5500
FILING_RECEIVED
MMGY GLOBAL, LLC 401(K) PLAN
401(k) retirement plan
Active participants
299
Accounts w/ balance
412
Plan assets (EOY)
$28.5M
Net assets (EOY)
$28.5M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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 MMGY GLOBAL, LLC.
Plan sponsor
Name
MMGY GLOBAL, LLC
EIN
45-4094535
Address
7309 W 80TH STREET, SUITE 400 · OVERLAND PARK, KS · 662043722
Phone
(816) 472-5988
Industry
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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY AND MCMULLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $69K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | OTHER | $25K | — |
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $1 | — |
Investments
24 direct securities · 1 pooled fund· $28.5M(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
$27.7M
24 holdings
Common Collective Trust
$819K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2050 Mutual fund | — | — | — | $3.5M | 12.4% | |
| BlackRock LifePath Index 2035 Mutual fund | — | — | — | $2.9M | 10.2% | |
| BlackRock LifePath Index 2045 Mutual fund | — | — | — | $2.7M | 9.5% | |
| Fidelity 500 Index Mutual fund | — | — | — | $2.3M | 8.0% | |
| BlackRock LifePath Index 2030 Mutual fund | — | — | — | $2.1M | 7.2% | |
| BlackRock LifePath Index 2055 Mutual fund | — | — | — | $2.0M | 7.0% | |
| BlackRock LifePath Index 2060 Mutual fund | — | — | — | $2.0M | 6.9% | |
| AB Large Cap Growth Fund Mutual fund | — | — | — | $1.9M | 6.7% | |
| BlackRock LifePath Index 2040 Mutual fund | — | — | — | $1.4M | 4.9% | |
| BlackRock LifePath Index Retirement Mutual fund | — | — | — | $1.3M | 4.4% | |
| J P Morgan Equity Income Mutual fund | — | — | — | $1.0M | 3.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $819K | 2.9% | |
| Goldman Sachs Sm Cap Val Insights Mutual fund | — | — | — | $765K | 2.7% | |
| MFS Intl Diversification Mutual fund | — | — | — | $762K | 2.7% | |
| Baird Aggregate Bond Mutual fund | — | — | — | $609K | 2.1% | |
| BlackRock LifePath Index 2065 Mutual fund | — | — | — | $604K | 2.1% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $525K | 1.8% | |
| Cohen & Steers Real Estate Securities Mutual fund | — | — | — | $265K | 0.9% | |
| Janus Henderson Triton Mutual fund | — | — | — | $241K | 0.8% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $187K | 0.7% | |
| American Funds New World R6 Mutual fund | — | — | — | $180K | 0.6% | |
| American Century Mid Cap Value Mutual fund | — | — | — | $179K | 0.6% | |
| PIMCO Income Mutual fund | — | — | — | $147K | 0.5% | |
| Delaware Ivy Mid Cap Growth Mutual fund | — | — | — | $104K | 0.4% | |
| Three participants, interest rate * Notes Receivable from Participants range of 4.75% - 10.00% | — | — | — | $90K | 0.3% |
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