Original filing (PDF)20251007121807NAL0002453779001

MAGEN FINANCIAL LLC

Name: MAGEN FINANCIAL LLC — MAGEN FINANCIAL LLC 401(K) PLAN, Form 5500 (2024)
Creator: MAGEN FINANCIAL LLC

Form 5500-SF

FILING_RECEIVED

MAGEN FINANCIAL LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$409K

Net assets (EOY)

$409K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 MAGEN FINANCIAL LLC.

Plan sponsor

Name

MAGEN FINANCIAL LLC

EIN

84-2502205

Address

1500 BROADWAY, 25TH FLOOR · NEW YORK, NY · 10036

Phone

(914) 416-5697

Industry

Finance & Insurancesee 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

2025-10-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

OPTIMAL DELIVERY AT ALTIT

OPTIMAL DELIVERY AT ALTITUDE LLC 401K

$410K · 179 participants

OPTARE FINANCIAL PARTNERS

OPTARE FINANCIAL PARTNERS 401(K) PLAN

$408K · 8 participants

BEAULIEU ASSOCIATES LLC

BEAULIEU & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST

$411K · 5 participants

VARIANT FINANCIAL, LLC

VARIANT FINANCIAL, LLC 401(K) PLAN

$407K · 6 participants

MOVENDO CAPITAL U.S., INC

MOVENDO CAPITAL U. S. 401(K) PLAN