Kelli Troupe signed Magna Health Systems, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Magna Health Systems, LLC's EIN is 36-4180953.
Download the official 2024 Form 5500 (PDF) for Magna Health Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Magna Health Systems, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMORGAN SMARTRETIRE 2045 - A | Registered Investment Companies | — | — | $955K | 16.7% | |
| JPMORGAN SMARTRETIRE 2025 - A | Registered Investment Companies | — | — | $945K | 16.5% | |
| JH DISCIPLINED MCV R2 | Registered Investment Companies | — | — | $544K | 9.5% | |
| JPMORGAN SMARTRET 2030 -A | Registered Investment Companies | — | — | $514K | 9.0% | |
| JPMORGAN SMARTRETIRE 2050 - A | Registered Investment Companies | — | — | $492K | 8.6% | |
| JPMORGAN SMARTRETIRE 2055 - A | Registered Investment Companies | — | — | $353K | 6.1% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $269K | 4.7% | |
| JPMORGAN SMARTRETIRE 2035 - A | Registered Investment Companies | — | — | $250K | 4.4% | |
| FRANKLIN RISING DIVIDENDS - A | Registered Investment Companies | — | — | $249K | 4.3% | |
| DWS SCI AND TECH A | Registered Investment Companies | — | — | $192K | 3.3% | |
| JPMORGAN SMARTRET INC -A | Registered Investment Companies | — | — | $175K | 3.1% | |
| JPMORGAN SMARTRET 2040 -A | Registered Investment Companies | — | — | $129K | 2.3% | |
| JANUS HENDERSON TRITON A 703 REGISTERED INVESTMENT COMPANY MACQUARIE HIGH INCOME Y | Registered Investment Companies | — | — | $71K | 1.2% | |
| MACQUARIE MID CAP GROWTH Y | Registered Investment Companies | — | — | $65K | 1.1% | |
| MORLEY STABLE VALUE 55 I PRINCIPAL GLOBAL INV · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $51K | 0.9% | |
| OAKMARK INTERNATIONAL INVESTOR | Registered Investment Companies | — | — | $51K | 0.9% | |
| LORD ABBETT INCOME A | Registered Investment Companies | — | — | $49K | 0.9% | |
| JP MORGAN GOVT BOND FUND - A | Registered Investment Companies | — | — | $49K | 0.9% | |
| BLK HEALTH SCI OPPORT PORT - A | Registered Investment Companies | — | — | $48K | 0.8% | |
| JPMORGAN SMARTRET 2020 -A | Registered Investment Companies | — | — | $44K | 0.8% | |
| COLUMBIA SM CAP IDX A | Registered Investment Companies | — | — | $41K | 0.7% | |
| MFS MASS INV GROWTH STOCK - A | Registered Investment Companies | — | — | $34K | 0.6% | |
| VIRTUS SGA EMERGING MKTS EQ A | Registered Investment Companies | — | — | $30K | 0.5% | |
| MFS INTL INTRINSIC VALUE - A | Registered Investment Companies | — | — | $24K | 0.4% | |
| TOUCHSTONE DIV EQUITY A | Registered Investment Companies | — | — | $16K | 0.3% | |
| VOYA INTERMEDIATE BOND A | Registered Investment Companies | — | — | $14K | 0.2% | |
| COLUMBIA MID CAP IDX A | Registered Investment Companies | — | — | $12K | 0.2% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $10K | 0.2% | |
| DWS ENH COMMODITY STRAT A | Registered Investment Companies | — | — | $8K | 0.1% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $3K | <0.1% | |
| LA SHORT DURATION INC - A 149 REGISTERED INVESTMENT COMPANY MFS UTILITIES - A | Registered Investment Companies | — | — | $3K | <0.1% | |
| H&W SMCAP VAL FUND A | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $10K |
| — |
