# Magis Advisory Group 401(k) Plan
Source: https://planprovider.pro/companies/magis-advisory-group-401k-plan

> Magis Advisory Group&#39;s 401(k) plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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