How big is MCG Foundation, Inc.'s plan?

MCG Foundation, Inc.'s plan reported $811K in assets and 8 participants for 2024.

Original filing (PDF)20260217115355NAL0006709587001

MCG Foundation, Inc.

Name: MCG Foundation, Inc. — MCG Foundation, Inc. Tax, Form 5500 (2024)
Creator: MCG Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MCG Foundation, Inc. Tax Deferred Annuity Plan

403(b) retirement plan · MCG Foundation, Inc.'s MCG Foundation, Inc. Tax Deferred Annuity Plan held $811K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$811K

Net assets (EOY)

$811K

People on this filing

Angela REES signed MCG Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Angela REES — 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

MCG Foundation, Inc.'s EIN is 58-0706796.

EIN 58-0706796

Plan number 001

Plan year 2024

ACK ID 20260217115355NAL0006709587001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MCG Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MCG Foundation, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCG FOUNDATION, INC..

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

MCG FOUNDATION, INC.

EIN

all filings

Address

720 ST. SEBASTIAN WAY, SUITE 150 · AUGUSTA, GA · 30901

Phone

(706) 823-5500

Industry

Other Services (ex. Public Admin)

Plan administrator