Original filing (PDF)20231016112821NAL0024649075001

MAGNOLIA PARTNERS LLC

Name: MAGNOLIA PARTNERS LLC — MAGNOLIA PARTNERS LLC 401(K) PLAN, Form 5500 (2022)
Creator: MAGNOLIA PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

MAGNOLIA PARTNERS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$109K

Net assets (EOY)

$109K

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).

Decision-maker contacts

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

Plan sponsor

Name

MAGNOLIA PARTNERS LLC

EIN

85-4386677all filings

Address

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

Phone

(440) 337-0269

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