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Sponsor portfolio

MG PARTNERS, INC.

EIN 20-5120263-accounting-Latest filing 2025
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
61
761 E. DAILY DR.,, SUITE 140 - CAMARILLO, CA 93010805-383-7500mgpartnersllp.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filings
#002CashBalance-$4.0M - 26 part#001401k-$3.9M - 35 part

Retirement portfolio analytics

2 plans aggregated / $7.9M assets / 61 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PLAN (#002)51%
  • 401(K) RETIREMENT PLAN (#001)49%
Total $7.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)35
  • CASH BALANCE PLAN (#002)26
Total 61Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MG PARTNERS, INC. CASH BALANCE PLAN

CashBalance

Assets$4.0M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

M G PARTNERS, INC 401(K) RETIREMENT PLAN

401k

Assets$3.9M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MG PARTNERS, INC. CASH BALANCE PLANCashBalance$4.0M262025
001M G PARTNERS, INC 401(K) RETIREMENT PLAN401k$3.9M352024
Retirement plans
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