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Sponsor portfolio

MAGII, INC.

EIN 11-3500949-financial services-Latest filing 2025
Plans
2
Retirement
2
$12.5M assets
Welfare
0
Participants
26
490 WHEELER ROAD, SUITE 265 - HAUPPAUGE, NY 11788631-434-8200magii-inc.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$6.5M - 14 part#002CashBalance-$6.0M - 12 part

Retirement portfolio analytics

2 plans aggregated / $12.5M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PLAN & TRUST (#001)52%
  • CASH BALANCE PENSION (#002)48%
Total $12.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)14
  • CASH BALANCE PENSION (#002)12
Total 26Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MAGII, INC. 401K PLAN & TRUST

401k

Assets$6.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MAGII, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$6.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MAGII, INC. 401K PLAN & TRUST401k$6.5M142025
002MAGII, INC. CASH BALANCE PENSION PLANCashBalance$6.0M122025
Retirement plans
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