Magnifi Financial 401(k) Plan & Trust
Sponsored by Magnifi Financial Credit Union · EIN 410705136 · Plan #002
- Total assets
- $57.7M
- Net assets
- $57.5M
- Active participants
- 386
- With balances
- 466
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 |
|---|---|---|
| Cbiz Financial Solutions, Inc. CRD 16678 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Financial Solutions, Inc. | Investment advisory (plan) | $99,676 |
| Empower Annuity | Investment management, Recordkeeping fees, Other fees | $38,344 |
| Cbiz Retirement Plan Services | Contract administrator | $35,304 |