Magnolia Bank Retirement Savings Plan
Sponsored by Magnolia Bank · EIN 610126230 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 232
- With balances
- 325
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors Llc | Investment advisory (participants) | $7,787 |
| Retirement Management Services, Llc | Other services | $3,509 |
| Horizon Wealth Management | Other fees | $0 |