Magellan Group Investments 401(k) Plan
What public Form 5500 filings show about the Magellan Group Investments 401(k) plan — and how to find and check your own account.
The Magellan Group Investments 401(k) on its latest Form 5500
Magellan Group Investments (EIN 20-1731894) reports MAGELLAN GROUP INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $4.1M in plan assets across 17 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Magellan Group Investments filing — schedules, fees, and providers.
Who runs the Magellan Group Investments 401(k)?
Magellan Group Investments’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Magellan Group InvestmentsHR for the recordkeeper’s name and login.
How to check your Magellan Group Investments 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Magellan Group Investments HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).