Mindy Rogge signed Magis Advisory Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Magis Advisory Group's EIN is 84-3510647.
Download the official 2024 Form 5500 (PDF) for Magis Advisory Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Magis Advisory Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| GG LRG CAP GR IV R1 GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | $710K | 30.3% |
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | $531K | 22.7% |
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | $476K | 20.3% |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 001 | Common Collective Trust | $248K | 10.6% |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 001 | Common Collective Trust | $90K | 3.8% |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | $76K | 3.2% |
| FLEXPATH+AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 001 | Common Collective Trust | $76K | 3.2% |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC. · EIN 38-7289846 / PN 001 | Common Collective Trust | $72K | 3.1% |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 001 | Common Collective Trust | $46K | 2.0% |
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | $15K | 0.7% |
| FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 001 | Common Collective Trust | $0 | <0.1% |
