How big is Magnolia Trading, LLC's plan?

Magnolia Trading, LLC's plan reported $1.0M in assets for 2024.

Original filing (PDF)20250726091250NAL0007448081001

Magnolia Trading, LLC

Name: Magnolia Trading, LLC — Magnolia Trading 401(k) Plan, Form 5500 (2024)
Creator: Magnolia Trading, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Magnolia Trading 401(k) Plan

401(k) retirement plan · Magnolia Trading, LLC's Magnolia Trading 401(k) Plan reported $1.0M in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

CHAD Carroll signed Magnolia Trading, LLC's 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

Magnolia Trading, LLC's EIN is 20-4938310.

EIN 20-4938310

Plan number 002

Plan year 2024

ACK ID 20250726091250NAL0007448081001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Magnolia Trading, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Magnolia Trading, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score