How big is Magnus Financial Group LLC's plan?

Magnus Financial Group LLC's plan reported $1.3M in assets and 21 participants for 2024.

Original filing (PDF)20250807092314NAL0008103538001

Magnus Financial Group LLC

Name: Magnus Financial Group LLC — Magnus Financial Group, Form 5500 (2024)
Creator: Magnus Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Magnus Financial Group LLC 401(k) Plan

401(k) retirement plan · Magnus Financial Group LLC's Magnus Financial Group LLC 401(k) Plan held $1.3M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Magnus Financial Group LLC's EIN is 82-2239330.

EIN 82-2239330

Plan number 001

Plan year 2024

ACK ID 20250807092314NAL0008103538001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Magnus Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Magnus Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 MAGNUS FINANCIAL GROUP LLC.

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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

Helping the score