Back to filter
Original filing (PDF)20251006134304NAL0006171360001
MGC CONTRACTORS, INC.
Form 5500
FILING_RECEIVED
MGC CONTRACTORS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
284
Accounts w/ balance
371
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MGC CONTRACTORS, INC..
Plan sponsor
Name
MGC CONTRACTORS, INC.
EIN
86-0443028
Address
4110 EAST ELWOOD STREET · PHOENIX, AZ · 85040
Phone
(602) 437-5000
Industry
Constructionsee all
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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INV. RESEARCH ADVISORS | 22-3723068 | FAIRFIELD, IA | ADVISOR | $27K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | — | SAN DIEGO, CA | CONTRACT ADMIN | $4K | — |
| BLUE RIDGE ESOP ASSOCIATES | — | CHARLOTTESVILLE, VA | CONTRACT ADMIN | $935 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC | — | GREENWOOD VILLIAGE, CO | OTHER INVESTMENT FEES | $10 | — |
Investments
19 direct securities · 1 pooled fund· $16.8M(94% 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
$16.6M
19 holdings
Common Collective Trust
$150K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | — | — | — | $3.1M | 17.3% | |
| AMERICAN FUNDS AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | — | — | — | $2.2M | 12.5% | |
| AMERICAN FUNDS AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 | — | — | — | $1.6M | 9.2% | |
| AMERICAN FUNDS AMERICAN FUNDS AMERICAN BALANCED R6 | — | — | — | $1.5M | 8.4% | |
| AMERICAN FUNDS AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | — | — | — | $1.3M | 7.3% | |
| AMERICAN FUNDS AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 | — | — | — | $1.0M | 5.9% | |
| AMERICAN FUNDS AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 | — | — | — | $972K | 5.4% | |
| AMERICAN FUNDS AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 | — | — | — | $958K | 5.4% | |
| VANGUARD 500 INDEX ADMIRAL | — | — | — | $887K | 5.0% | |
| AMERICAN FUNDS AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 | — | — | — | $786K | 4.4% | |
| AMERICAN FUNDS AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | — | — | — | $736K | 4.1% | |
| AMERICAN FUNDS AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 | — | — | — | $320K | 1.8% | |
| EMPOWER FINANCIAL SERVICES SELF-DIRECTED BROKERAGE ACCOUNT | — | — | — | $265K | 1.5% | |
| VANGUARD SMALL CAP INDEX ADM | — | — | — | $252K | 1.4% | |
| Notes Receivable from Participants through December 2029 -0- | — | — | — | $205K | 1.1% | |
| AMERICAN FUNDS AMERICAN FUNDS GR AND INC PORT R-6 | — | — | — | $189K | 1.1% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL | — | — | — | $151K | 0.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $150K | 0.8% | |
| EMPOWER FINANCIAL SERVICES SELF-DIRECTED BROKERAGE ACCOUNT - ROTH | — | — | — | $71K | 0.4% | |
| DIMENSIONAL FUND ADVISORS DFA GLOBAL EQUITY I | — | — | — | $30K | 0.2% |