The Magellan International School Retirement Plan
Sponsored by The Magellan International School Of Austin · EIN 263167197 · Plan #001
- Total assets
- $2.3M
- Net assets
- $2.2M
- Active participants
- 133
- With balances
- 118
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (participants) | $10,371 |
| John Hancock Usa | Recordkeeping, Other insurance wrap fees | $1,750 |
| Wilshire Associates Inc (Usa) | Investment advisory (participants) | $415 |