MGE Underground, Inc.'s EIN is 77-0514177.
Download the official 2024 Form 5500 (PDF) for MGE Underground, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MGE Underground, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVOLVE | 83-3736646 | TEMPLETON, CA | RECORDKEEPER | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Mid Cap Idx Admr Mutual fund | Common Collective Trusts | — | — | $2.4M | 14.0% | |
| Vanguard Growth Idx Admr Mutual fund | Common Collective Trusts | — | — | $2.4M | 13.5% | |
| American Funds 2045 Trgt Date Mutual fund | Mutual Funds | — | — | $1.9M | 11.1% | |
| Schwab S&P 500 Index Mutual fund | Common Collective Trusts | — | — | $1.8M | 10.3% | |
| American Fd Mutual Fd Cl R6 Mutual fund | Other securities | — | — | $1.5M | 8.4% | |
| Schwab Small Cap Index Mutual fund | Mutual Funds | — | — | $1.4M | 7.9% | |
| Dfa Intl Core Equity I Mutual fund | Mutual Funds | — | — | $1.1M | 6.3% | |
| American Funds 2035 Trgt Date Mutual fund | Mutual Funds | — | — | $923K | 5.3% | |
| Dfa Emerg Mkts Core Equity P Mutual fund | Mutual Funds | — | — | $449K | 2.6% | |
| American Funds 2060 Trgt Date Mutual fund | Mutual Funds | — | — | $402K | 2.3% | |
| American Funds 2015 Trgt Date Mutual fund ** 17 American Funds 2055 Trgt Date Mutual fund | Mutual Funds | — | — | $392K | 2.2% | |
| American Funds 2025 Trgt Date Mutual fund | Mutual Funds | — | — | $344K | 2.0% | |
| American Funds 2040 Trgt Date Mutual fund | Mutual Funds | — | — | $338K | 1.9% | |
| Schwab Bank Savings Cash equivalent | Mutual Funds | — | — | $302K | 1.7% | |
| American Funds 2065 Trgt Date Mutual fund | Mutual Funds | — | — | $251K | 1.4% | |
| American Funds 2050 Trgt Date Mutual fund | Mutual Funds | — | — | $218K | 1.2% | |
| Vanguard Ttl Bd Mkt Idx Admr Mutual fund | Common Collective Trusts | — | — | $213K | 1.2% | |
| Vanguard Short-Term Corp Bond Mutual fund ** 203 Vanguard Total Intl Bd Idx Adm Mutual fund | Common Collective Trusts | — | — | $130K | 0.7% | |
| Participant loans Interest rates 4.50%- 9.50% - 0 - | Bonds / Notes | — | — | $99K | 0.6% | |
| American Funds 2030 Trgt Date Mutual fund | Mutual Funds | — | — | $56K | 0.3% | |
| American Funds 2020 Trgt Date Mutual fund | Mutual Funds | — | — | $52K | 0.3% | |
| Vanguard Shrt Term Infl Prot S Mutual fund ** 197 Cash | Mutual Funds | — | — | $30K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORVUS WEALTH | 85-3315053 | TEMPLETON, CA | ADVISOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION SERVICES | 77-0155091 | SAN LUIS OBISPO, CA | TPA | $7K | — |
| HILDE MINKEL | — | SAN LUIS OBISPO, CA | CONTRACT ADMIN | $125 | — |
