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Original filing (PDF)20251011182307NAL0008632721001
MGPI PROCESSING, INC.
Form 5500
FILING_RECEIVED
MGP INGREDIENTS NON-UNION 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
396
Accounts w/ balance
584
Plan assets (EOY)
$58.4M
Net assets (EOY)
$58.4M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (8 bps vs 16 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
100 COMMERCIAL STREET · ATCHISON, KS · 66002
Phone
(913) 360-5250
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
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
2K · 401(m) arrangement
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 | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $31K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
31 direct securities · 1 pooled fund· $58.4M(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
$56.9M
30 holdings
Mutual Funds
$1.4M
1 holding
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FA Freedom 2035 Z6 | — | — | $557K | $8.2M | 14.1% | |
| JP Morgan JPM Grth Adv Select | — | — | $175K | $7.5M | 12.8% | |
| Fidelity Fid 500 Index | — | — | $36K | $7.4M | 12.6% | |
| Fidelity FA Freedom 2045 Z6 | — | — | $523K | $7.1M | 12.1% | |
| Fidelity FA Freedom 2025 Z6 | — | — | $516K | $6.5M | 11.2% | |
| Fidelity FA Freedom 2055 Z6 | — | — | $321K | $4.9M | 8.3% | |
| Fidelity Fid Govt Mmkt | — | — | $2.5M | $2.5M | 4.4% | |
| Touchstone Touchstn Mid Cap Y | — | — | $32K | $1.8M | 3.0% | |
| T. Rowe Price TRP New Horizons | Mutual Funds | — | $25K | $1.4M | 2.4% | |
| Fidelity FA Freedom 2030 Z6 | — | — | $93K | $1.3M | 2.3% | |
| Fidelity FA Freedom 2050 Z6 | — | — | $86K | $1.2M | 2.0% | |
| American Funds AF New Perspective R6 | — | — | $18K | $1.1M | 1.9% | |
| Loomis Inv Grd Bd Y | — | — | $91K | $881K | 1.5% | |
| Lord Abbett Ld Abbett Bd-dbntr I | — | — | $124K | $878K | 1.5% | |
| Fidelity FA Freedom 2065 Z6 | — | — | $58K | $750K | 1.3% | |
| Fidelity FA Freedom 2060 Z6 | — | — | $52K | $710K | 1.2% | |
| Fidelity FA Freedom 2040 Z6 | — | — | $42K | $709K | 1.2% | |
| Fidelity FID Total Intl IDX | — | — | $41K | $554K | 0.9% | |
| MFS Mid Cap Value R6 | — | — | $17K | $548K | 0.9% | |
| Undiscovered Managers UM Behavioral Val R6 | — | — | $6K | $520K | 0.9% | |
| various maturity dates through January 2030 | — | — | — | $511K | 0.9% | |
| Fidelity FA Freedom 2020 Z6 | — | — | $27K | $324K | 0.6% | |
| American Funds AF New World R6 | — | — | $3K | $236K | 0.4% | |
| Fidelity FID Mid Cap IDX | — | — | $7K | $228K | 0.4% | |
| Fidelity FID Sm Cap IDX | — | — | $8K | $224K | 0.4% | |
| Bank of New York Mellon BNYM Dynamic Val I | — | — | $4K | $187K | 0.3% | |
| Principal Pif Small Cap R6 | — | — | $5K | $154K | 0.3% | |
| Fidelity FID US Bond IDX | — | — | $5K | $54K | <0.1% | |
| Fidelity FA Small Cap Gr Z 736 | — | — | — | $25K | <0.1% | |
| Fidelity FA Freedom 2010 Z6 83 876 *Fidelity FA Freedom 2015 Z6 432 | — | — | — | $5K | <0.1% | |
| Fidelity FA Freedom Income K6 124 | — | — | — | $1K | <0.1% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $0 | <0.1% |