Plan Snapshot
- Plan Sponsor: Magis Advisory Group
- Sponsor EIN: 843510647
- Sponsor Address: 36711 AMERICAN WAY, AVON, OH, 44011
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 21 | $4.1M | $63,075 | $163,069 |
| 2023 | 20 | $4.0M | $56,175 | $142,716 |
| 2022 | 18 | $3.2M | $58,285 | $142,041 |