MG TRUST
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
90
Active participants
59,172
Total plan assets
$8.8B
Filings (rows)
90
Direct comp
$2.0M
Indirect comp
$2.1M
Aggregating 8 name variants under "MG TRUST"
SERVICES PROVIDED
Custodian38
Other37
Trustee15
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| VFIAX | 3 |
| VIMAX | 3 |
| VANGUARD 500 INDEX ADMIRAL | 3 |
| VSMAX | 3 |
| RFGTX | 2 |
| VANGUARD BALANCED INDEX ADM | 2 |
| VBILX | 2 |
| RIDGX | 2 |
| SLOY DAHL & HOLST AGGRESIVE CLASS 1 | 2 |
| RLBGX | 2 |
| AMERICAN CENTURY MID CAP VALUE FUND | 2 |
| FIDELITY OVERSEAS | 2 |
| RFKTK | 2 |
| RFUTX | 2 |
| VANGUARD TOTAL BOND MARKET INDEX AD | 2 |
| VANGUARD 500 INDEX FUND- ADM | 2 |
| SLOY DAHL & HOLST GROWTH CLASS 1 - | 2 |
| NEUBERGER BERMAN LONG SHORT FUND IN | 2 |
| RFITX | 2 |
| SLOY DAHL & HOLST BALANCED CLASS 1 | 2 |
| VEMAX | 2 |
| TEMPLETON GLOBAL BOND FUND - ADV | 2 |
| T ROWE PRICE HEALTH SCIENCES FUND | 2 |
| RFHTX | 2 |
| KEELEY SMALL CAP DIVIDEND VALUE FUN | 2 |
Top plans served
All 90 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BROOKFIELD ASSET MANAGEMENT LLC BROOKFIELD 401(K) SAVINGS PLAN | CLEVELAND, OH | Other NONE | 4,793 | $1.2B | $206K |
| BROOKFIELD ASSET MANAGEMENT LLC BROOKFIELD 401(K) SAVINGS PLAN | CLEVELAND, OH | Other NONE | 5,143 | $1.1B | $398K |
| SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN | SAN JOSE, CA | Other NONE | 1,058 | $677.7M | $97K |
| SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN | SAN JOSE, CA | Other NONE | 1,088 | $600.2M | $88K |
| SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN | SAN JOSE, CA | Other NONE | 1,325 | $514.4M | $158K |
| VERMEER CORPORATION VERMEER CORPORATION 401(K) RETIREMENT PLAN | PELLA, IA | Trustee TRUSTEE/RECORDKEPPER | 4,103 | $498.8M | $0 |
| VERMEER CORPORATION VERMEER CORPORATION 401(K) RETIREMENT PLAN | PELLA, IA | Trustee TRUSTEE/RECORDKEPPER | 4,118 | $448.4M | $0 |
| VERMEER CORPORATION VERMEER CORPORATION 401(K) RETIREMENT PLAN | PELLA, IA | Trustee TRUSTEE/RECORDKEPPER | 3,762 | $376.1M | $0 |
| MNS, LTD. MNS, LTD. PROFIT-SHARING PLAN | HONOLULU, HI | Other NONE | 1,949 | $265.8M | $8K |
| MNS, LTD. MNS, LTD. PROFIT-SHARING PLAN | HONOLULU, HI | Other NONE | 1,617 | $236.4M | $8K |
| HARRIS BEACH PLLC HARRIS BEACH 401(K) PROFIT SHARING PLAN | PITTSFORD, NY | Custodian CUSTODIAN/RECORDKEEPER | 390 | $211.2M | $0 |
| MNS, LTD. MNS, LTD. PROFIT-SHARING PLAN | HONOLULU, HI | Other NONE | 1,517 | $200.7M | $0 |
| HARRIS BEACH PLLC HARRIS BEACH 401(K) PROFIT SHARING PLAN | PITTSFORD, NY | Custodian CUSTODIAN/RECORDKEEPER | 451 | $197.3M | $15K |
| HARRIS BEACH PLLC HARRIS BEACH 401(K) PROFIT SHARING PLAN | PITTSFORD, NY | Custodian CUSTODIAN/RECORDKEEPER | 458 | $169.8M | $12K |
| L & H COMPANY, INC. L & H COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | OAK BROOK, IL | Other NONE | 299 | $84.9M | $0 |
| L & H COMPANY, INC. L & H COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | OAK BROOK, IL | Other NONE | 287 | $80.5M | — |
| ULLICO INC. ULLICO INC. 401(K) PLAN | SILVER SPRING, MD | Other NONE | 231 | $77.5M | $425 |
| AUSTIN 3(16) FIDUCIARY LIMITED THE INTERNATIONAL 401(K) POOLED EMPLOYER PLAN | OCEANSIDE, NY | Other NONE | 1,509 | $74.5M | $37K |
| L & H COMPANY, INC. L & H COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | OAKBROOK, IL | Other NONE | 294 | $69.0M | — |
| AUSTIN 3(16) FIDUCIARY LIMITED THE INTERNATIONAL 401(K) POOLED EMPLOYER PLAN | OCEANSIDE, NY | Other NONE | 1,200 | $64.9M | $29K |
| FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE, IN | Other NONE | 332 | $63.5M | $0 |
| FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE, IN | Other NONE | 317 | $62.2M | $0 |
| FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE, IN | Other NONE | 355 | $57.5M | $0 |
| FERROTEC USA CORPORATION FERROTEC TAX SAVINGS DEPOSIT AND INVESTMENT PLAN | BEDFORD, NH | Other N/A | 275 | $55.8M | $12K |
| SHARP REES-STEALY MEDICAL GROUP, INC SHARP REES-STEALY MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN | SAN DIEGO, CA | Trustee TRUSTEE | 254 | $55.4M | $61K |
| COMMUNITY FUNDS INC. THE NEW YORK COMMUNITY TRUST RETIREMENT PLAN | NEW YORK, NY | Other NONE | 77 | $51.1M | $66K |
| AUSTIN 3(16) FIDUCIARY LIMITED THE INTERNATIONAL 401(K) POOLED EMPLOYER PLAN | OCEANSIDE, NY | Other NONE | 863 | $50.9M | $27K |
| SHARP REES-STEALY MEDICAL GROUP, INC SHARP REES-STEALY MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN | SAN DIEGO, CA | Trustee TRUSTEE | 251 | $49.4M | $27K |
| ALL STATES MATERIALS GROUP, INC. ASMG 401(K) PLAN AND TRUST | WEST SPRINGFIELD, MA | Other N/A | 450 | $48.0M | $41K |
| COMMUNITY FUNDS INC. THE NEW YORK COMMUNITY TRUST RETIREMENT PLAN | NEW YORK, NY | Other NONE | 73 | $46.1M | $59K |
| SHARP REES-STEALY MEDICAL GROUP, INC SHARP REES-STEALY MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN | SAN DIEGO, CA | Trustee TRUSTEE | 248 | $41.4M | $27K |
| ALL STATES MATERIALS GROUP, INC. ASMG 401(K) PLAN AND TRUST | SUNDERLAND, MA | Other N/A | 425 | $40.0M | $41K |
| COMMUNITY FUNDS INC. THE NEW YORK COMMUNITY TRUST RETIREMENT PLAN | NEW YORK, NY | Other NONE | 73 | $37.5M | $61K |
| FORD, WALKER, HAGGERTY & BEHAR, LLP FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN | LONG BEACH, CA | Trustee TRUSTEERECORD-KEEPER | 150 | $34.9M | $0 |
| UNITED WAY OF GREATER TOLEDO THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES | TOLEDO, OH | Trustee TRUSTEE | 49 | $34.5M | $45K |
| UNITED WAY OF GREATER TOLEDO THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES | TOLEDO, OH | Trustee TRUSTEE | 49 | $34.4M | $34K |
| UNITED WAY OF GREATER TOLEDO THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES | TOLEDO, OH | Trustee TRUSTEE | 78 | $33.3M | $46K |
| DUKANE IAS, LLC DUKANE IAS, LLC SAVINGS & INVESTMENT PLAN | ST. CHARLES, IL | Custodian CUSTODIAN | 181 | $32.7M | $7K |
| FORD, WALKER, HAGGERTY & BEHAR, LLP FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN | LONG BEACH, CA | Trustee TRUSTEERECORD-KEEPER | 143 | $30.3M | $0 |
| DUKANE IAS, LLC DUKANE IAS, LLC SAVINGS & INVESTMENT PLAN | ST. CHARLES, IL | Custodian CUSTODIAN | 206 | $30.1M | $6K |
| R.D.M. ELECTRIC CO., INC. R.D.M. ELECTRIC CO., INC. PROFIT SHARING PLAN | ONTARIO, CA | Custodian CUSTODIAN | 183 | $29.5M | $12K |
| FORD, WALKER, HAGGERTY & BEHAR, LLP FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN | LONG BEACH, CA | Trustee TRUSTEERECORD-KEEPER | 127 | $27.8M | $0 |
| R.D.M. ELECTRIC CO., INC. R.D.M. ELECTRIC CO., INC. PROFIT SHARING PLAN | ONTARIO, CA | Custodian CUSTODIAN | 204 | $27.4M | $11K |
| DUKANE IAS, LLC DUKANE IAS, LLC SAVINGS & INVESTMENT PLAN | ST. CHARLES, IL | Custodian CUSTODIAN | 217 | $25.8M | $6K |
| TRADE SUPPLY GROUP, LLC TRADE SUPPLY GROUP, INC. 401(K) PROFIT SHARING PLAN | NEW YORK, NY | Custodian CUSTODIAL | 416 | $24.6M | $12K |
| NEWCOMER FUNERAL SERVICE GROUP, INC. NEWCOMER FUNERAL SERVICE GROUP RETIREMENT PLAN | TOPEKA, KS | Custodian CUSTODIAN/RECORDKEEPER | 862 | $24.3M | $0 |
| R.D.M. ELECTRIC CO., INC. R.D.M. ELECTRIC CO., INC. PROFIT SHARING PLAN | ONTARIO, CA | Custodian CUSTODIAN | 200 | $23.2M | $19K |
| MID-MINNESOTA LEGAL ASSISTANCE MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN | MINNEAPOLIS, MN | Custodian CUSTODIAN | 175 | $21.7M | $8K |
| TRADE SUPPLY GROUP, LLC TRADE SUPPLY GROUP, INC. 401(K) PROFIT SHARING PLAN | NEW YORK, NY | Custodian CUSTODIAL | 403 | $21.0M | $7K |
| NEWCOMER FUNERAL SERVICE GROUP, INC. NEWCOMER FUNERAL SERVICE GROUP RETIREMENT PLAN | TOPEKA, KS | Custodian CUSTODIAN/RECORDKEEPER | 712 | $20.9M | $0 |
| ASHLEY, INC. ASHLEY, INC. RETIREMENT PLAN | HAVRE DE GRACE, MD | Custodian CUSTODIAN/RECORDKEEPER | 250 | $19.9M | $0 |
| HOMES BY WEST BAY, LLC HOMES BY WEST BAY 401(K) PLAN | RIVERVIEW, FL | Custodian CUSTODIAN/RECORDKEEPER | 250 | $19.2M | $0 |
| MID-MINNESOTA LEGAL ASSISTANCE MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN | MINNEAPOLIS, MN | Custodian CUSTODIAN | 170 | $18.1M | $11K |
| ASHLEY, INC. ASHLEY, INC. RETIREMENT PLAN | HAVRE DE GRACE, MD | Custodian CUSTODIAN/RECORDKEEPER | 277 | $17.7M | $0 |
| NEWCOMER FUNERAL SERVICE GROUP, INC. NEWCOMER FUNERAL SERVICE GROUP RETIREMENT PLAN | TOPEKA, KS | Custodian CUSTODIAN/RECORDKEEPER | 459 | $17.5M | $0 |
| VIAM MANUFACTURING, INC. VIAM 401(K) RETIREMENT PLAN | MANCHESTER, TN | Custodian CUSTODIAN/RECORDKEEPER | 258 | $17.0M | $45K |
| TRI-AD ACTUARIES, INC. TRI-AD 401(K) PROFIT SHARING PLAN | ESCONDIDO, CA | Other NONE | 112 | $16.5M | $0 |
| MID-MINNESOTA LEGAL ASSISTANCE MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN | MINNEAPOLIS, MN | Custodian CUSTODIAN | 168 | $16.4M | $9K |
| TRADE SUPPLY GROUP, LLC TRADE SUPPLY GROUP, INC. 401(K) PROFIT SHARING PLAN | NEW YORK, NY | Custodian CUSTODIAL | 352 | $16.3M | $8K |
| ASTRO PAK CORPORATION ASTRO PAK CORPORATION 401K PLAN | COSTA MESA, CA | Other OTHER | 138 | $16.1M | $4K |
| HOMES BY WEST BAY, LLC HOMES BY WEST BAY 401(K) PLAN | RIVERVIEW, FL | Custodian CUSTODIAN/RECORDKEEPER | 225 | $14.9M | $0 |
| UNITED INFRASTRUCTURE GROUP, INC. UNITED INFRASTRUCTURE GROUP 401(K) AND PROFIT SHARING PLAN | GREAT FALLS, SC | Custodian CUSTODIAL | 639 | $14.9M | $5K |
| VIAM MANUFACTURING, INC. VIAM 401(K) RETIREMENT PLAN | MANCHESTER, TN | Custodian CUSTODIAN/RECORDKEEPER | 259 | $14.8M | $42K |
| VIAM MANUFACTURING, INC. VIAM 401(K) RETIREMENT PLAN | MANCHESTER, TN | Custodian CUSTODIAN/RECORDKEEPER | 258 | $13.7M | $37K |
| VERITABLE VEGETABLE, INC. VERITABLE VEGETABLE 401(K) PLAN | SAN FRANCISCO, CA | Other NONE | 84 | $13.6M | $13K |
| WEST MICHIGAN DERMATOLOGY WEST MICHIGAN DERMATOLOGY RETIREMENT SAVINGS PLAN | GRANDVILLE, MI | Custodian CUSTODIAL | 121 | $13.5M | $6K |
| SOLID GROUND WASHINGTON SOLID GROUND WASHINGTON PROFIT SHARING RETIREMENT PLAN | SEATTLE, WA | Other NONE | 245 | $13.4M | $6K |
| VERITABLE VEGETABLE, INC. VERITABLE VEGETABLE 401(K) PLAN | SAN FRANCISCO, CA | Other NONE | 92 | $13.0M | $5K |
| UNITED INFRASTRUCTURE GROUP, INC. UNITED INFRASTRUCTURE GROUP 401(K) AND PROFIT SHARING PLAN | CHARLOTTE, NC | Custodian CUSTODIAL | 430 | $12.4M | $7K |
| SOLID GROUND WASHINGTON SOLID GROUND WASHINGTON PROFIT SHARING RETIREMENT PLAN | SEATTLE, WA | Other NONE | 215 | $12.1M | $6K |
| WILLOW BROOK CHRISTIAN SERVICES WILLOW BROOK 403(B) RETIREMENT PLAN | DELAWARE, OH | Custodian CUSTODIAL | 554 | $11.9M | $6K |
| WEST MICHIGAN DERMATOLOGY WEST MICHIGAN DERMATOLOGY RETIREMENT SAVINGS PLAN | GRANDVILLE, MI | Custodian CUSTODIAL | 111 | $11.5M | $5K |
| HOMES BY WEST BAY, LLC HOMES BY WEST BAY 401(K) PLAN | RIVERVIEW, FL | Custodian CUSTODIAN/RECORDKEEPER | 198 | $11.2M | $0 |
| SOLID GROUND WASHINGTON SOLID GROUND WASHINGTON PROFIT SHARING RETIREMENT PLAN | SEATTLE, WA | Other NONE | 210 | $10.9M | $6K |
| WILLOW BROOK CHRISTIAN SERVICES WILLOW BROOK 403(B) RETIREMENT PLAN | DELAWARE, OH | Custodian CUSTODIAL | 529 | $10.8M | $6K |
| INTERNATIONAL AUTOMOTIVE COMPONENTS GROUP NORTH AMERICA, INC. IACNA PORTABLE PENSION PLAN | SOUTHFIELD, MI | Other NONE | 447 | $9.7M | $0 |
| INTERNATIONAL AUTOMOTIVE COMPONENTS GROUP NORTH AMERICA, INC. IACNA PORTABLE PENSION PLAN | SOUTHFIELD, MI | Other NONE | 340 | $9.5M | $8K |
| INSTITUTE FOR FAMILY DEVELOPMENT INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN | FEDERAL WAY, WA | Other | 116 | $9.5M | $4K |
| INTERNATIONAL AUTOMOTIVE COMPONENTS GROUP NORTH AMERICA, INC. IACNA PORTABLE PENSION PLAN | SOUTHFIELD, MI | Other NONE | 450 | $8.6M | $14K |
| RUDOLPH CHEVROLET, LLC RUDOLPH CHEVROLET, LLC 401(K) PLAN | EL PASO, TX | Custodian CUSTODIAN | 255 | $8.4M | $5K |
| INSTITUTE FOR FAMILY DEVELOPMENT INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN | FEDERAL WAY, WA | Other | 127 | $8.1M | $3K |
| WESTWAYS STAFFING SERVICES, INC. WESTWAYS STAFFING SERVICES 401(K) PLAN | ORANGE, CA | Trustee TRUSTEE | 1,913 | $7.9M | $0 |
| RUDOLPH CHEVROLET, LLC RUDOLPH CHEVROLET, LLC 401(K) PLAN | EL PASO, TX | Custodian CUSTODIAN | 253 | $7.6M | $4K |
| HOPE LEASING HOPE LEASING 401(K) PLAN | SAN ANTOIO, TX | Custodian CUSTODIAL | 179 | $7.4M | $4K |
| INSTITUTE FOR FAMILY DEVELOPMENT INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN | FEDERAL WAY, WA | Other | 116 | $6.9M | $3K |
| WESTWAYS STAFFING SERVICES, INC. WESTWAYS STAFFING SERVICES 401(K) PLAN | ORANGE, CA | Trustee TRUSTEE | 1,913 | $6.5M | $0 |
| RUDOLPH CHEVROLET, LLC RUDOLPH CHEVROLET, LLC 401(K) PLAN | EL PASO, TX | Custodian CUSTODIAN | 245 | $6.3M | $4K |
| HOPE LEASING HOPE LEASING 401(K) PLAN | EL PASO, TX | Custodian CUSTODIAL | 184 | $6.2M | $0 |
| HOPE LEASING HOPE LEASING 401(K) PLAN | EL PASO, TX | Custodian CUSTODIAL | 177 | $5.3M | $0 |
| WESTWAYS STAFFING SERVICES, INC. WESTWAYS STAFFING SERVICES 401(K) PLAN | ORANGE, CA | Trustee TRUSTEE | 1,913 | $4.9M | $0 |