· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MAGNOLIA WEALTH STRATEGIES — MAGNOLIA WEALTH STRATEGIES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250630163059NAL0027911986001
MAGNOLIA WEALTH STRATEGIES
Form 5500-SF
FILING_RECEIVED
MAGNOLIA WEALTH STRATEGIES 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
14
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MAGNOLIA WEALTH STRATEGIES
.
Find decision makers
Plan sponsor
Name
MAGNOLIA WEALTH STRATEGIES
EIN
82-2604494
Address
3838 N. CAUSEWAY BLVD., SUITE 3400 · METAIRIE, LA · 70002
Phone
(504) 613-2000
Industry
Finance & Insurance
see 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
2025-06-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
DGL FINANCIAL SERVICES, LLC
DGL FINANCIAL SERVICES 401(K) PLAN
$2.2M · 6 participants
EQ WEALTH ADVISORS
EQ WEALTH ADVISORS 401K PLAN
$2.2M · 5 participants
FRANK E. CLEGG, III DBA COLUMBUS FINANCIAL CONCEPTS
COLUMBUS FINANCIAL CONCEPTS 401(K) PLAN
$2.2M · 1 participants
CORNING ADVISORS, INC.
CORNING ADVISORS, INC. CASH OR DEFERRED SAVINGS PLAN
$2.2M · 3 participants
FINANCIAL DIMENSIONS
FINANCIAL DIMENSIONS 401(K) PROFIT SHARING PLAN
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.2M · 2 participants
GLADE & ASSOCIATES
GLADE & ASSOCIATES CASH BALANCE PENSION PLAN
$2.2M · 2 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
