Original filing (PDF)20251001143128NAL0005977779001

MAGIS CAPITAL PARTNERS LLC

Name: MAGIS CAPITAL PARTNERS LLC — MAGIS CAPITAL PARTNERS LLC 401K PROFIT SHARING PLAN TRUST, Form 5500 (2024)
Creator: MAGIS CAPITAL PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

MAGIS CAPITAL PARTNERS LLC 401K PROFIT SHARING PLAN TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

108

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAGIS CAPITAL PARTNERS LLC.

Plan sponsor

Name

MAGIS CAPITAL PARTNERS LLC

EIN

83-3279049

Address

1000 CHESTERBROOK BOULEVARD · SUITE 100 · BERWYN, PA · 19312

Phone

(267) 597-3849

Industry

Other Services (ex. Public Admin)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

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

CERTIFIED RESTORATION DRYCLEANING NETWORK, LLC

CRDN 401(K) PLAN

$5.7M · 207 participants

BLOOMINGTON CONVENTION & VISITORS BUREAU

BLOOMINGTON CONVENTION & VISITORS BUREAU 401(K) PENSION PLAN

$5.7M · 15 participants

UTICA PHYSICIANS ASSOCIATION, LTD.

UTICA PHYSICIANS' ASSOCIATION, LTD. 401(K) PROFIT SHARING PLAN

$5.7M · 6 participants

RENAISSANCE MAINTENANCE, INC.

RENAISSANCE MAINTENANCE, INC. PENSION PLAN

$5.7M · 23 participants

TOM HUGHES & ASSOCIATES, INC.