Original filing (PDF)20260507123039NAL0002343667001

MAG Wealth Management, LLC

Name: MAG Wealth Management, LLC — MAG 401(k) Plan and, Form 5500 (2025)
Creator: MAG Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MAG 401(k) Plan and Trust

401(k) retirement plan · MAG Wealth Management, LLC's MAG 401(k) Plan and Trust filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jeremy Willner signed MAG Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Jeremy Willner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

MAG Wealth Management, LLC's EIN is 20-3124677.

EIN 20-3124677

Plan number 001

Plan year 2025

ACK ID 20260507123039NAL0002343667001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for MAG Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

MAG Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAG WEALTH MANAGEMENT, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score