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Original filing (PDF)20250729123328NAL0001317907001
ORLANDO MAGIC, LTD.
Form 5500
FILING_RECEIVED
ORLANDO MAGIC 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
333
Accounts w/ balance
408
Plan assets (EOY)
$39.0M
Net assets (EOY)
$39.0M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORLANDO MAGIC, LTD..
Plan sponsor
Name
ORLANDO MAGIC, LTD.
EIN
59-3089276
Address
400 W. CHURCH ST., SUITE 250 · ORLANDO, FL · 32801
Phone
(407) 916-2939
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
THE DAVIS GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES LLC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $45K | — |
| AMERIPRISE FINANCIAL INC DBA COLUMB | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $25K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVIS GROUP PA | — | ORLANDO, FL | AUDITOR | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $17K | — |
Investments
34 direct securities· $39.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD LARGE CAP INDEX ADM Mutual Fund | — | — | — | $3.9M | 10.0% | |
| AMERICAN CENTURY ULTRA R6 Mutual Fund | — | — | — | $3.5M | 8.9% | |
| MFS TOTAL RETURN BOND R6 Mutual Fund | — | — | — | $2.5M | 6.4% | |
| VANGUARD TARGET RETIREMENT 2050 INV Mutual Fund | — | — | — | $2.3M | 5.9% | |
| VANGUARD TARGET RETIREMENT 2055 INV Mutual Fund | — | — | — | $2.2M | 5.6% | |
| VANGUARD TARGET RETIREMENT 2045 INV Mutual Fund | — | — | — | $2.2M | 5.6% | |
| VANGUARD SMALL CAP INDEX ADM Mutual Fund | — | — | — | $1.8M | 4.6% | |
| KEY GUARANTEED PORTFOLIO FUND Fixed Annuities | — | — | — | $1.8M | 4.6% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL Mutual Fund | — | — | — | $1.7M | 4.4% | |
| PUTNAM LARGE CAP VALUE R6 Mutual Fund | — | — | — | $1.7M | 4.3% | |
| VANGUARD TARGET RETIREMENT 2030 INV Mutual Fund | — | — | — | $1.4M | 3.6% | |
| VANGUARD TARGET RETIREMENT 2025 INV Mutual Fund | — | — | — | $1.3M | 3.3% | |
| VANGUARD TARGET RETIREMENT 2035 INV Mutual Fund | — | — | — | $1.2M | 3.1% | |
| VANGUARD TARGET RETIREMENT 2060 INV Mutual Fund | — | — | — | $1.1M | 2.9% | |
| VANGUARD TARGET RETIREMENT 2040 INV Mutual Fund | — | — | — | $1.1M | 2.7% | |
| JOHN HANCOCK SMALL CAP INTRINSIC VALUE TRUST FUND Mutual Fund | — | — | — | $1.1M | 2.7% | |
| PGIM HIGH YIELD FUND- CLASS R2 Mutual Fund | — | — | — | $1.0M | 2.6% | |
| T. ROWE PRICE U.S. EQUITY RESEARCH I Mutual Fund | — | — | — | $983K | 2.5% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 Mutual Fund | — | — | — | $826K | 2.1% | |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRALVTMGX Mutual Fund | — | — | — | $812K | 2.1% | |
| FIDELITY ADVISOR INTL CAP APP Z Mutual Fund | — | — | — | $763K | 2.0% | |
| COHEN & STEERS REAL ESTATE SECURITIES R Mutual Fund | — | — | — | $496K | 1.3% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 Mutual Fund | — | — | — | $437K | 1.1% | |
| INVESCO SMALL CAP VALUE R6 Mutual Fund | — | — | — | $436K | 1.1% | |
| BLACKROCK INFLATION PROTECTED BOND FUND CLASS K Mutual Fund | — | — | — | $405K | 1.0% | |
| DFA INTERNATIONAL CORE EQUITY I Mutual Fund | — | — | — | $373K | 1.0% | |
| JPMORGAN MID CAP GROWTH R6 Mutual Fund | — | — | — | $360K | 0.9% | |
| VANGUARD TARGET RETIREMENT 2020 INV Mutual Fund | — | — | — | $343K | 0.9% | |
| AMERICAN FUNDS US GOVERNMENT SEC R6 Mutual Fund | — | — | — | $331K | 0.8% | |
| Participant Notes Receivable Interest Rate (4.25%-9.50%) | — | — | — | $292K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2065 INV Mutual Fund | — | — | — | $154K | 0.4% | |
| VANGUARD TARGET RETIREMENT INCOME INV Mutual Fund | — | — | — | $145K | 0.4% | |
| PUTNAM INTERNATIONAL VALUE FUND Mutual Fund | — | — | — | $121K | 0.3% | |
| THRIVENT MID CAP STOCK S Mutual Fund | — | — | — | $33K | <0.1% |
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