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Sponsor portfolio

ERICK MAGNO PL

EIN 20-2323418-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
4
1200 BRICKELL AVE, SUITE 1220 - MIAMI, FL 33131305-379-4400
Plans on this EIN
2 filings
#001CashBalance-$1.2M - 2 part#002401k-$250K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • CASH BALANCE PLAN (#001)83%
  • & ASSOCIATES 401(K) (#002)17%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)2
  • & ASSOCIATES 401(K) (#002)2
Total 4Click 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

ERICK MAGNO CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ERICK MAGNO & ASSOCIATES 401(K) PLAN

401k

Assets$250K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ERICK MAGNO CASH BALANCE PLANCashBalance$1.2M22024
002ERICK MAGNO & ASSOCIATES 401(K) PLAN401k$250K22024
Retirement plans
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