How big is Magnolia Wealth Management, LLC's plan?

Magnolia Wealth Management, LLC's plan reported $305K in assets and 5 participants for 2025.

Original filing (PDF)20260324061845NAL0001352595001

Magnolia Wealth Management, LLC

Name: Magnolia Wealth Management, LLC — Magnolia Wealth, Form 5500 (2025)
Creator: Magnolia Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Magnolia Wealth Management 401(k) Plan

401(k) retirement plan · Magnolia Wealth Management, LLC's Magnolia Wealth Management 401(k) Plan held $305K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$305K

Net assets (EOY)

$305K

Plan identifiers

Magnolia Wealth Management, LLC's EIN is 83-0666686.

EIN 83-0666686

Plan number 001

Plan year 2025

ACK ID 20260324061845NAL0001352595001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Magnolia Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Magnolia Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAGNOLIA WEALTH MANAGEMENT, 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