How big is Magnolia Partners LLC's plan?

Magnolia Partners LLC's plan reported $109K in assets and 3 participants for 2022.

Original filing (PDF)20231016112821NAL0024649075001

Magnolia Partners LLC

Name: Magnolia Partners LLC — Magnolia Partners LLC 401(k), Form 5500 (2022)
Creator: Magnolia Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Magnolia Partners LLC 401(k) Plan

401(k) retirement plan · Magnolia Partners LLC's Magnolia Partners LLC 401(k) Plan held $109K in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$109K

Net assets (EOY)

$109K

Plan identifiers

Magnolia Partners LLC's EIN is 85-4386677.

EIN 85-4386677

Plan number 001

Plan year 2022

ACK ID 20231016112821NAL0024649075001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Magnolia Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Magnolia Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

MAGNOLIA PARTNERS LLC

EIN

all filings

Address

30700 BAINBRIDGE ROAD · SUITE A · SOLON, OH · 44139

Phone

(440) 337-0269

Industry

Finance & Insurance

Plan administrator