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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

MAGNOLIA WEALTH ADVISORS, LLC 401(k) Plan

What public Form 5500 filings show about the MAGNOLIA WEALTH ADVISORS, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$172K
Participants
2
Plans on file
1

The MAGNOLIA WEALTH ADVISORS, LLC 401(k) on its latest Form 5500

MAGNOLIA WEALTH ADVISORS, LLC (EIN 83-0812081) reports MAGNOLIA WEALTH ADVISORS, LLC 401K PROFIT SHARING PLAN on its most recent Form 5500, with $172K in plan assets across 2 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 MAGNOLIA WEALTH ADVISORS, LLC filing — schedules, fees, and providers.

Who runs the MAGNOLIA WEALTH ADVISORS, LLC 401(k)?

MAGNOLIA WEALTH ADVISORS, LLC’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 MAGNOLIA WEALTH ADVISORS, LLCHR for the recordkeeper’s name and login.

How to check your MAGNOLIA WEALTH ADVISORS, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask MAGNOLIA WEALTH ADVISORS, LLC 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).
More on this employer: MAGNOLIA WEALTH ADVISORS, LLC — all Form 5500 filings (EIN 83-0812081) · New Hampshire employer EIN lookup · Form 5500 search
MAGNOLIA WEALTH ADVISORS, LLC 401(k) Plan — Form 5500