Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE MAGNOLIA GROUP LLC
EIN 38-3924814Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
4
1601 DODGE ST, STE 3300 - OMAHA, NE 68102402-403-3864
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE MAGNOLIA GROUP, LLC RETIREMENT TRUST
401k
Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE MAGNOLIA GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$795K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE MAGNOLIA GROUP, LLC RETIREMENT TRUST | 401k | $1.1M | 2 | 2024 | |
| 002 | THE MAGNOLIA GROUP, LLC CASH BALANCE PLAN | CashBalance | $795K | 2 | 2024 |
Retirement plans