Back to filter
Original filing (PDF)20250729122748NAL0001596915001
MG2 CORPORATION
Form 5500
FILING_RECEIVED
MG2 CORPORATION PROFIT SHARING RETIREMENT PLAN
401(k) retirement plan
Active participants
388
Accounts w/ balance
524
Plan assets (EOY)
$50.3M
Net assets (EOY)
$50.3M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 28 bps in Schedule C fees — 75% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MG2 CORPORATION.
Plan sponsor
Name
MG2 CORPORATION
EIN
91-0972198
Address
1101 SECOND AVENUE SUITE 100 · SEATTLE, WA · 98101
Phone
(206) 962-6500
Industry
Professional & Technical Servicessee 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
2025-07-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $84K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $57K | — |
Investments
24 direct securities· $50.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $9.5M | 18.9% | |
| BlackRock LifePath Idx 2030 Fd Mutual Fund | — | — | — | $6.0M | 11.9% | |
| BlackRock LifePath Idx 2040 Fd Mutual Fund | — | — | — | $5.5M | 11.0% | |
| BlackRock LifePath Idx 2035 Fd Mutual Fund | — | — | — | $4.0M | 8.0% | |
| Vanguard Balanced Index Mutual Fund | — | — | — | $3.6M | 7.2% | |
| BlackRock LifePath Idx 2045 Fd Mutual Fund | — | — | — | $3.0M | 5.9% | |
| BlackRock LifePath Idx Ret Fd Mutual Fund | — | — | — | $2.6M | 5.2% | |
| BlackRock LifePath Idx 2050 Fd Mutual Fund | — | — | — | $2.6M | 5.2% | |
| BlackRock LifePath Idx 2055 Fd Mutual Fund | — | — | — | $2.3M | 4.5% | |
| JPMorgan Growth Advantage Mutual Fund | — | — | — | $2.0M | 3.9% | |
| MFS Mid Cap Value Mutual Fund | — | — | — | $1.8M | 3.6% | |
| BlackRock LifePath Idx 2060 Fd Mutual Fund | — | — | — | $1.7M | 3.5% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $861K | 1.7% | |
| PGIM Total Return Bond Mutual Fund | — | — | — | $749K | 1.5% | |
| PGIM Global Total Return Mutual Fund | — | — | — | $736K | 1.5% | |
| Vanguard Equity Income Mutual Fund | — | — | — | $682K | 1.4% | |
| BlackRock LifePath Idx 2065 Fd Mutual Fund | — | — | — | $590K | 1.2% | |
| EAIC Guaranteed Income Fund | — | — | — | $451K | 0.9% | |
| Pimco Incomd Fd Inst Mutual Fund | — | — | — | $353K | 0.7% | |
| Vanguard Developed Mkt Index Mutual Fund | — | — | — | $328K | 0.7% | |
| May 2038 -0- | — | — | — | $316K | 0.6% | |
| Vanguard Emerging Markets Mutual Fund | — | — | — | $273K | 0.5% | |
| Cohen & Steers Real Estate Sec Mutual Fund | — | — | — | $224K | 0.4% | |
| Vanguard Social Index Fund Mutual Fund | — | — | — | $46K | <0.1% |