How big is Magee Financial, L.L.C.'s plan?

Magee Financial, L.L.C.'s plan reported $1.9M in assets and 42 participants for 2024.

Original filing (PDF)20250723104841NAL0005192416001

Magee Financial, L.L.C.

Name: Magee Financial, L.L.C. — Magee Holdings, LLC Profit, Form 5500 (2024)
Creator: Magee Financial, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Magee Holdings, LLC Profit Sharing Plan

401(k) retirement plan · Magee Financial, L.L.C.'s Magee Holdings, LLC Profit Sharing Plan held $1.9M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Jeffrey Erwin signed Magee Financial, L.L.C.'s 2024 Form 5500 as plan administrator.

Jeffrey Erwin — 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

Magee Financial, L.L.C.'s EIN is 72-0541616.

EIN 72-0541616

Plan number 002

Plan year 2024

ACK ID 20250723104841NAL0005192416001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Magee Financial, L.L.C.'s plan includes profit-sharing, 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 MAGEE FINANCIAL, L.L.C..

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Plan health score

Above-average plan

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