How big is Magis Financial Advisors LLC's plan?

Magis Financial Advisors LLC's plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20251014173259NAL0003398657001

Magis Financial Advisors LLC

Name: Magis Financial Advisors LLC — Magis Financial, Form 5500 (2024)
Creator: Magis Financial Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Magis Financial Advisors LLC 401(k) Plan

401(k) retirement plan · Magis Financial Advisors LLC's Magis Financial Advisors LLC 401(k) Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Magis Financial Advisors LLC's EIN is 92-2636471.

EIN 92-2636471

Plan number 001

Plan year 2024

ACK ID 20251014173259NAL0003398657001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Magis Financial Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Magis Financial Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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