Original filing (PDF)20251015131434NAL0004949025001

MFG EMPLOYMENT SERVICES LLC

Name: MFG EMPLOYMENT SERVICES LLC — MFG 401(K) PLAN, Form 5500 (2024)
Creator: MFG EMPLOYMENT SERVICES LLC

Form 5500

FILING_RECEIVED

MFG 401(K) PLAN

401(k) retirement plan

Signals · 2

1 failed disclosureLate participant contributions

Active participants

283

Accounts w/ balance

257

Plan assets (EOY)

$24.8M

Net assets (EOY)

$24.8M

How this plan invests

This plan

1 pooled trust

Schedule D

40 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MFG EMPLOYMENT SERVICES LLC.

Plan sponsor

Name

MFG EMPLOYMENT SERVICES LLC

EIN

87-3985815

Address

2400 LAKEVIEW PARKWAY · SUITE 550 · ALPHARETTA, GA · 30009

Phone

(678) 867-7050

Industry

Finance & Insurancesee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERITAS LIFE INSURANCE CORP	47-0098400	—	NONE	$11K	—
MATRIX TRUST COMPANY	75-3182674

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

40 direct securities · 1 pooled fund· $24.8M(100% 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.

Other securities

$23.2M

39 holdings

Common Collective Trust

$1.6M

1 holding

Cash / Money Market

$1K

1 holding

					% of plan
Vanguard 500 Index Adm Mutual Fund	Other securities	—	—	$3.8M	15.5%
Party-in Identity of Issuer, Borrower, Lessor, or Similar of Interest, Collateral, Par, or Current Interest Party Maturity Value BlackRock Lp Idx 2045 K Mutual Fund	Other securities	—	—	$3.5M	13.9%
BlackRock Lp Idx Rtmt K Mutual Fund	Other securities	—	—	$1.7M	6.8%
Party-in Identity of Issuer, Borrower, Lessor, or Maturity Date, Rate of Interest, Current Interest Similar Party Collateral, Par, or Maturity Value Self-Directed Brokerage Accounts Self-Directed Brokerage Accounts	Other securities	—	—	$1.6M	6.5%
RELIANCE TRUST STABLE VALUE FUND METLIFE · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$1.6M	6.4%
BlackRock Lp Idx 2035 K Mutual Fund	Other securities	—	—	$1.3M	5.3%
Vanguard Growth Idx Adm Mutual Fund	Other securities	—	—	$1.1M	4.4%
BlackRock Lp Idx 2040 K Mutual Fund	Other securities	—	—	$1.1M	4.4%
BlackRock Lp Idx 2030 K Mutual Fund	Other securities	—	—	$989K	4.0%
BlackRock Lp Idx 2050 K Mutual Fund	Other securities	—	—	$947K	3.8%
Vanguard Value Idx Adm Mutual Fund	Other securities	—	—	$938K	3.8%
Gs Gqg Intl Opps R6 Mutual Fund	Other securities	—	—	$680K	2.7%
Vanguard Tot Intl Stk Ad Mutual Fund	Other securities	—	—	$589K	2.4%
Vict Cp Intm Bd R6 Mutual Fund	Other securities	—	—	$585K	2.4%
Jpm Lg Cap Growth R6 Mutual Fund	Other securities	—	—	$584K	2.4%
BlackRock Lp Idx 2055 K Mutual Fund	Other securities	—	—	$556K	2.2%
Madison Mid Cap R6 Mutual Fund	Other securities	—	—	$488K	2.0%
Vict Short Tm Bnd R6 Mutual Fund	Other securities	—	—	$259K	1.0%
BlackRock Emerging Mkt K Mutual Fund	Other securities	—	—	$254K	1.0%
BlackRock Lp Idx 2065 K Mutual Fund	Other securities	—	—	$249K	1.0%
Avnts Us Smcpval Is Mutual Fund	Other securities	—	—	$237K	1.0%
Vanguard Midcap Idx Adm Mutual Fund	Other securities	—	—	$237K	1.0%
Bwg High Yield Is Mutual Fund	Other securities	—	—	$229K	0.9%
BlackRock Lp Idx 2060 K Mutual Fund	Other securities	—	—	$223K	0.9%
ranging from March 2025 through November 2028	Other securities	—	—	$172K	0.7%
Fidelity Govt Mmkt K6 Mutual Fund	Other securities	—	—	$163K	0.7%
Vanguard Tot Bd Mkt Adm Mutual Fund	Other securities	—	—	$132K	0.5%
Vanguard Sm Cap Idx Adm Mutual Fund	Other securities	—	—	$126K	0.5%
Vanguard Em Stk Idx Adm Mutual Fund	Other securities	—	—	$97K	0.4%
Harbor Intlsmcp Ret Mutual Fund	Other securities	—	—	$85K	0.3%
Vanguard Smcpvl Idx Adm Mutual Fund	Other securities	—	—	$85K	0.3%
Royce Intl Prm Inst Mutual Fund	Other securities	—	—	$81K	0.3%
Dh Lg Cp Cncntrtd Y Mutual Fund	Other securities	—	—	$46K	0.2%
Ab Sm Cap Grth Z Mutual Fund	Other securities	—	—	$25K	0.1%
Vrts K Md-Cap Gr R6 Mutual Fund	Other securities	—	—	$9K	<0.1%
Vanguard Mdcpgr Idx Adm Mutual Fund	Other securities	—	—	$7K	<0.1%
C&S Realty Shares Z Mutual Fund	Other securities	—	—	$5K	<0.1%
Vanguard Ftse Awsci Adm Mutual Fund	Other securities	—	—	$4K	<0.1%
Vanguard Smcp Gr Idx Adm Mutual Fund	Other securities	—	—	$4K	<0.1%
Vanguard Mdcpval Idx Adm Mutual Fund	Other securities	—	—	$1K	<0.1%
Conversion Account - Interest Bearing Cash	Cash / Money Market	—	—	$1K	<0.1%