Magnolia Capital Management Company, Inc. 401(k) Plan
Sponsored by Magnolia Capital Management Company, Inc. · EIN 813604920 · Plan #001
- Total assets
- $391K
- Net assets
- $389K
- Active participants
- 188
- With balances
- 92
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Orgel Wealth Management, Llc CRD 168219 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (discretionary) | $32,226 |
| Orgel Wealth Management, Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $1,970 |
| Baker Tilly Us Llp | Accounting | $0 |