Sponsor portfolio
MAGELLAN PLANNING GROUP
EIN 30-0145016financial servicesLatest filing 2025
Plans
1
Retirement
1
$422K assets
Welfare
0
Participants
5
4170 ASHFORD DUNWOODY RD NE STE 480 - BROOKHAVEN, GA 303191457404-257-8811magellanplanning.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MAGELLAN PLANNING GROUP 401(K) PROFIT SHARING PLAN & TRUST | 401k | $422K | 5 | 2025 |
Retirement plans