# The Magellan International School Of Austin 401(k) Plan
Source: https://planprovider.pro/companies/the-magellan-international-school-of-austin-401k-plan

> The Magellan International School Of Austin's 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Magellan International School Of Austin

- **Sponsor EIN:** 263167197

- **Sponsor Address:** 7501 N. CAPTIAL OF TEXAS HWY BLD B, AUSTIN, TX, 78731

- **Plan Type:** 401(k)

- **Total Participants:** 133

- **Total Assets:** $2.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|133|$2.3M|$92,405|$283,455|

| 2023|127|$1.9M|$84,958|$286,753|

| 2022|117|$1.3M|$82,963|$283,997|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| JOHN HANCOCK USA|RECORDKEEPER|$1,750|$31,938|$33,688|

| WELLS FARGO ADVISORS LLC|INVESTMENT ADVISOR|$10,371|—|$10,371|

| ATCHLEY & ASSOCIATES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK USA](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [ATCHLEY & ASSOCIATES, LLP](https://planprovider.pro/provider/atchley-and-associates-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $44,059

- **Estimated Expense Ratio:** 1.957% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$17,289|$10,786|$6,503|—|—|

| 2023|$8,767|$8,067|$200|—|—|

| 2022|$7,449|$6,074|$275|—|$1,100|

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