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Original filing (PDF)20251011134639NAL0005136723001
MGPI PROCESSING, INC.
Form 5500
FILING_RECEIVED
MGPI PROCESSING, INC. 401(K) & PROFIT SHARING - ATCHISON UNION
401(k) retirement plan
Active participants
80
Accounts w/ balance
98
Plan assets (EOY)
$14.8M
Net assets (EOY)
$14.8M
How this plan invests
This plan
27 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
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MGPI PROCESSING, INC..
Plan sponsor
Name
MGPI PROCESSING, INC.
EIN
48-0531200
Address
1300 MAIN STREET · ATCHISON, KS · 66002
Phone
(913) 360-5250
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $8K | — |
Investments
27 direct securities· $14.8M(100% of reported assets)
Uncategorized
$14.7M
26 holdings
Mutual Funds
$45K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FA Freedom 2030 Z6 | — | — | $142K | $2.0M | 13.7% | |
| JP Morgan JPM Growth Advtg R6 | — | — | $39K | $1.7M | 11.3% | |
| Fidelity FA Freedom 2040 Z6 | — | — | $75K | $1.3M | 8.5% | |
| Fidelity FID 500 Index | — | — | $6K | $1.2M | 8.4% | |
| Fidelity FA Freedom 2055 Z6 | — | — | $80K | $1.2M | 8.2% | |
| Fidelity FA Freedom 2025 Z6 | — | — | $86K | $1.1M | 7.3% | |
| Fidelity FA Freedom 2020 Z6 | — | — | $67K | $792K | 5.4% | |
| Fidelity FA Freedom 2045 Z6 | — | — | $55K | $743K | 5.0% | |
| Fidelity FA Freedom 2060 Z6 | — | — | $51K | $698K | 4.7% | |
| Fidelity FA Freedom 2050 Z6 | — | — | $49K | $660K | 4.5% | |
| Fidelity FA Freedom 2035 Z6 | — | — | $45K | $659K | 4.5% | |
| Fidelity FID Sm Cap IDX | — | — | $23K | $648K | 4.4% | |
| Fidelity FA Intl Cap APP Z | — | — | $13K | $415K | 2.8% | |
| Loomis Inv Grd Bd Y 43 MFS Mid Cap Value R6 | — | — | $11K | $350K | 2.4% | |
| American Funds AF New Perspect R6 | — | — | $5K | $289K | 2.0% | |
| various maturity dates through December 2029 | — | — | — | $210K | 1.4% | |
| Fidelity FID Mid Cap IDX | — | — | $5K | $162K | 1.1% | |
| BNY Mellon BNYM Dynamic Val I | — | — | $4K | $160K | 1.1% | |
| Fidelity FA Freedom 2065 Z6 | — | — | $12K | $159K | 1.1% | |
| Undiscovered UM Behavioral Val R6 283 Touchstone Touchstn Mid Cap Y | — | — | $3K | $140K | 0.9% | |
| Fidelity FID Total Intl IDX | — | — | $4K | $57K | 0.4% | |
| Lord Abbett LD ABT Bond Dbnter R5 | Mutual Funds | — | $6K | $45K | 0.3% | |
| Fidelity FA Small Cap Gr Z 823 | — | — | — | $28K | 0.2% | |
| Fidelity FID US Bond IDX | — | — | $2K | $21K | 0.1% | |
| Fidelity FA Freedom Income Z6 26 *Fidelity FID Govt Money Mkt K6 | — | — | $20K | $20K | 0.1% | |
| American Funds AF New World R6 218 | — | — | — | $17K | 0.1% | |
| Fidelity FID Govt Money Mkt | — | — | $1K | $1K | <0.1% |