Original filing (PDF)20250402083130NAL0008508433001

SFP ENTERPRISES, INC. DBA MAGIS WEALTH LEADERSHIP

Name: SFP ENTERPRISES, INC. DBA MAGIS WEALTH LEADERSHIP — SFP ENTERPRISES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SFP ENTERPRISES, INC. DBA MAGIS WEALTH LEADERSHIP

Form 5500-SF

FILING_RECEIVED

SFP ENTERPRISES, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$210K

Net assets (EOY)

$210K

Plan health score

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SFP ENTERPRISES, INC. DBA MAGIS WEALTH LEADERSHIP.

Plan sponsor

Name

SFP ENTERPRISES, INC. DBA MAGIS WEALTH LEADERSHIP

EIN

81-4961771all filings

Address

7814 OUTLOOKRIDGE LN · CINCINNATI, OH · 45244

Phone

(513) 469-1997

Industry

Finance & Insurancesee all

Plan administrator