MAGELLAN PLANNING GROUP 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$345K
Net assets (EOY)
$345K
Plan health score
94
/ 100
Grade A
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
80
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAGELLAN PLANNING GROUP.
Plan sponsor
Name
MAGELLAN PLANNING GROUP
EIN
30-0145016
Address
4170 ASHFORD DUNWOODY RD NE STE 480 · BROOKHAVEN, GA · 303191457
