How big is Mission Technology Group (MTG)'s plan?

Mission Technology Group (MTG)'s plan reported $78.1M in assets and 250 participants for 2024.

Original filing (PDF)20251009081311NAL0006657393001

Mission Technology Group (MTG)

Name: Mission Technology Group (MTG) — MTG 401(k) Profit, Form 5500 (2024)
Creator: Mission Technology Group (MTG)
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

MTG 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Mission Technology Group (MTG)'s MTG 401(k) Profit Sharing Plan and Trust held $78.1M in plan assets for 250 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

250

Accounts w/ balance

414

Plan assets (EOY)

$78.1M

Net assets (EOY)

$78.1M

People on this filing

LORI Leventry signed Mission Technology Group (MTG)'s 2024 Form 5500 as plan administrator.

LORI Leventry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mission Technology Group (MTG)'s EIN is 54-1457846.

EIN 54-1457846

Plan number 001

Plan year 2024

ACK ID 20251009081311NAL0006657393001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mission Technology Group (MTG) from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mission Technology Group (MTG)'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MISSION TECHNOLOGY GROUP (MTG).

Finding similar companies…

How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

MISSION TECHNOLOGY GROUP (MTG)

EIN

all filings

Address

2100 RESTON PARKWAY · SUITE 202 · RESTON, VA · 20191

Phone

(703) 568-7203

Industry

Professional & Technical Services

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

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY WORKPLACE SERVICES, LLC	04-3532603	—	PLAN ADMINISTRATOR	$28K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERITAS INVESTMENT CORP	47-0663374	—	ADVISOR	$142K	—
STRATEGIC ADVISORS, INC.

Investments

41 direct securities· $78.1M(100% of reported assets)

Mutual Funds

$56.1M

23 holdings

Common Collective Trusts

$17.8M

6 holdings

Other securities

$2.7M

9 holdings

Bonds / Notes

$744K

1 holding

U.S. Treasuries

$510K

1 holding

Common Stocks

$282K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$12.8M	16.3%
Fidelity Freedom 2035 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$9.6M	12.3%
Fidelity Freedom 2040 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$8.0M	10.3%
Fidelity Freedom 2045 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$7.2M	9.3%
Fidelity Freedom 2050 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$6.1M	7.8%
Fidelity Freedom 2030 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$4.1M	5.3%
Fidelity Freedom 2055 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$3.3M	4.2%
Fidelity Freedom 2025 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$2.9M	3.7%
Fidelity Government Money Market Fund- Class K6 Mutual fund	Mutual Funds	—	—	$2.4M	3.1%
Fidelity Select Technology Portfolio Mutual fund	Mutual Funds	—	—	$2.2M	2.8%
Fidelity Blue Chip Growth K6 Fund Mutual fund	Mutual Funds	—	—	$2.0M	2.5%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$2.0M	2.5%
Fidelity Global ex U.S. Index Fund Mutual fund	Common Collective Trusts	—	—	$1.6M	2.0%
Fidelity Freedom 2060 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$1.5M	1.9%
Putnam Large Cap Value Fund Class R6 Mutual fund	Mutual Funds	—	—	$1.3M	1.7%
Fidelity Contrafund K6 Mutual fund	Mutual Funds	—	—	$1.2M	1.6%
Janus Henderson Balanced Fund Class N Mutual fund	Mutual Funds	—	—	$883K	1.1%
Alger Capital Appreciation Fund Class Z Mutual fund	Other securities	—	—	$823K	1.1%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$823K	1.1%
balances, are due in varying installments through 2052, with interest rates ranging from 4.25% to 9.50%.	Bonds / Notes	—	—	$744K	1.0%
Fidelity Small Cap Growth K6 Fund Mutual fund	Mutual Funds	—	—	$707K	0.9%
Fidelity Freedom 2020 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$589K	0.8%
Fidelity Total Bond K6 Fund Mutual fund	Mutual Funds	—	—	$568K	0.7%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$542K	0.7%
JPMorgan Government Bond Fund Class R6 Mutual fund	U.S. Treasuries	—	—	$510K	0.7%
Fidelity Freedom 2065 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$437K	0.6%
T. Rowe Price Dividend Growth Fund Mutual fund	Other securities	—	—	$416K	0.5%
Fidelity Select Utilities Portfolio Mutual fund	Mutual Funds	—	—	$408K	0.5%
Undiscovered Managers Behavioral Value Fund Class R6 Mutual fund	Other securities	—	—	$407K	0.5%
Columbia Emerging Markets Fund Institutional 3 Class Mutual fund	Other securities	—	—	$407K	0.5%
Fidelity International Capital Appreciation K6 Fund Mutual fund	Mutual Funds	—	—	$283K	0.4%
Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual fund	Common Stocks	—	—	$282K	0.4%
Allspring Special Mid Cap Value Fund - Class R6 Mutual fund	Other securities	—	—	$267K	0.3%
PIMCO CommoditiesPLUS Strategy Fund Institutional Class Mutual fund	Mutual Funds	—	—	$236K	0.3%
Eaton Vance Floating-Rate Advantage Fund Class R6 Mutual fund	Other securities	—	—	$163K	0.2%
American Funds American Mutual Fund Class R-6 Mutual fund	Mutual Funds	—	—	$144K	0.2%
Columbia Small Cap Value Fund II Institutional 3 Class Mutual fund	Other securities	—	—	$116K	0.1%
Fidelity Inflation-Protected Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$115K	0.1%
Fidelity Freedom Income Fund - Class K6 Mutual fund	Mutual Funds	—	—	$63K	<0.1%
Alger Mid Cap Focus Fund Class Z Mutual fund	Other securities	—	—	$58K	<0.1%
BNY Mellon Small/Mid Cap Growth Fund Class Y Mutual fund	Other securities	—	—	$16K	<0.1%