MAGNOLIA CAPITAL ADVISORS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
22
Active participants
7,635
Total plan assets
$745.5M
Filings (rows)
22
Direct comp
$1.6M
Indirect comp
$58K
SERVICES PROVIDED
Advisor / Consultant18
Other4
Top plans served
All 22 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| USOP, LLC US ORTHOPAEDIC PARTNERS 401(K) PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 1,590 | $102.5M | $186K |
| USOP, LLC US ORTHOPAEDIC PARTNERS 401(K) PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 1,023 | $88.1M | $157K |
| USOP, LLC US ORTHOPAEDIC PARTNERS 401(K) PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 944 | $67.1M | $70K |
| WOMEN'S HEALTH MISSISSIPPI, LLC WOMEN'S HEALTH MISSISSIPPI, LLC 401(K) PLAN | FLOWOOD, MS | Advisor / Consultant INVESTMENT ADVISOR | 187 | $60.0M | $109K |
| PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION RETIREMENT PLAN FOR EMPLOYEES OF PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION | COLUMBIA, MS | Other NONE | 120 | $58.8M | $213K |
| WOMEN'S HEALTH MISSISSIPPI, LLC WOMEN'S HEALTH MISSISSIPPI, LLC 401(K) PLAN | FLOWOOD, MS | Advisor / Consultant INVESTMENT ADVISOR | 222 | $52.8M | $42K |
| PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION RETIREMENT PLAN FOR EMPLOYEES OF PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION | COLUMBIA, MS | Other NONE | 122 | $51.6M | $178K |
| PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA, MS | Advisor / Consultant INVESTMENT ADVISOR | 128 | $41.0M | $97K |
| PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA, MS | Advisor / Consultant INVESTMENT ADVISOR | 129 | $36.6M | $84K |
| PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA, MS | Advisor / Consultant INVESTMENT ADVISOR | 123 | $32.5M | $86K |
| WADE, INCORPORATED WADE INCORPORATED 401(K) SALARY SAVINGS PLAN | GREENWOOD, MS | Advisor / Consultant INVESTMENT ADVISOR | 236 | $29.8M | $69K |
| WADE, INCORPORATED WADE INCORPORATED 401(K) SALARY SAVINGS PLAN | GREENWOOD, MS | Advisor / Consultant INVESTMENT ADVISOR | 234 | $26.0M | $58K |
| WADE, INCORPORATED WADE INCORPORATED 401(K) SALARY SAVINGS PLAN | GREENWOOD, MS | Advisor / Consultant INVESTMENT ADVISOR | 225 | $22.3M | $55K |
| CITIZENS BANK CITIZENS BANK, COLUMBIA, MISSISSIPPI 401(K)SAVINGS PLAN | COLUMBIA, MS | Advisor / Consultant INVESTMENT ADVISOR | 114 | $17.0M | $49K |
| WARING OIL COMPANY, LLC WARING OIL COMPANY, LLC RETIREMENT SAVINGS PLAN | VICKSBURG, MS | Advisor / Consultant INVESTMENT ADVISOR | 150 | $16.7M | $24K |
| MISSISSIPPI CHILDREN'S HOME SERVICES, INC. DBA CANOPY CHILDR CANOPY CHILDREN'S SOLUTIONS RETIREMENT PLAN | JACKSON, MS | Advisor / Consultant INVESTMENT MANAGEMENT | 592 | $14.1M | $0 |
| MISSISSIPPI CHILDREN'S HOME SERVICES, INC. DBA CANOPY CHILDR CANOPY CHILDREN'S SOLUTIONS RETIREMENT PLAN | JACKSON, MS | Other SERVICE PROVIDER | 574 | $11.5M | $0 |
| MISSISSIPPI ASSOCIATED BUILDERS & CONTRACTORS, INC. MSABC MULTIPLE EMPLOYER 401(K) PLAN | PEARL, MS | Advisor / Consultant INVESTMENT ADVISORY PLAN | 655 | $10.2M | $33K |
| STEEL DUST RECYCLING, LLC STEEL DUST RECYCLING, LLC 401(K) PLAN | MILLPORT, AL | Advisor / Consultant INVESTMENT ADVISOR | 138 | $5.8M | $25K |
| DBC CORPORATION DBA DE BEUKELAER CORPORATION DE BEUKELAER CORPORATION 401(K) RETIREMENT PLAN | MADISON, MS | Advisor / Consultant INVESTMENT ADVISOR | 124 | $1.2M | $3K |
| GASTROINTESTINAL ASSOCIATES, P. A. GASTROINTESTINAL ASSOCIATES, P. A. PROFIT SHARING AND 401(K) PLAN | FLOWOOD, MS | Other INV ADV | 5 | $12K | $33K |
| EAST LAKELAND OB-GYN ASSOCIATES, P.A. EAST LAKELAND OB-GYN ASSOCIATES, P.A. 401(K) SALARY SAVINGS PLAN | JACKSON, MS | Advisor / Consultant INVESTMENT ADVISOR | 0 | — | $39K |