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Original filing (PDF)20260217115150NAL0007260691001
MCG FOUNDATION, INC.
Form 5500-SF
FILING_RECEIVED
MCG FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
12
Accounts w/ balance
22
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCG FOUNDATION, INC..
Plan sponsor
Name
MCG FOUNDATION, INC.
EIN
58-0706796
Address
720 ST. SEBASTIAN WAY, SUITE 150 · AUGUSTA, GA · 30901
Phone
(706) 823-5500
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-17
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2C · Money purchase (other than target benefit)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
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