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Original filing (PDF)20231109132704NAL0033754608001

MAGDATA INTERMEDIATE HOLDINGS, LLC

Form 5500
FILING_RECEIVED
MAGNITUDE 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 9.9 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 9.9 months past the 10.5-month grace window.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAGDATA INTERMEDIATE HOLDINGS, LLC.
Plan sponsor
Name
MAGDATA INTERMEDIATE HOLDINGS, LLC
EIN
81-0789724
Address
515 CONGRESS AVENUE SUITE 1510 · AUSTIN, TX · 78701
Phone
(512) 362-6406
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-02-28
Filed
2023-11-09
Pension benefit codes
2E · Profit-sharing
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786—RECORDKEEPER$10K—
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
SAGEVIEW ADVISORY GROUP LLC33-0818667—ADVISOR$8K—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

InvestmentTypeCurrent value% of plan
MELLON STABLE VALUE
THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000
Common Collective Trust
$0—

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