How big is Magellan Financial's plan?

Magellan Financial's plan reported $2.1M in assets and 6 participants for 2024.

Original filing (PDF)20250528075746NAL0004278547001

Magellan Financial

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

Form 5500-SF

FILING_RECEIVED

Magellan Financial 401(k) Plan

401(k) retirement plan · Magellan Financial's Magellan Financial 401(k) Plan held $2.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Magellan Financial's EIN is 27-1314913.

EIN 27-1314913

Plan number 001

Plan year 2024

ACK ID 20250528075746NAL0004278547001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Magellan Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Magellan Financial'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 MAGELLAN FINANCIAL.

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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