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Sponsor portfolioTH

MAGNOLIA FEDERAL CREDIT UNION

EIN 64-0303657-banking-Latest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
111
C/O MAGNOLIA FEDERAL CREDIT, 240 BRIARWOOD DR - JACKSON, MS 39206601-899-6323LinkedIn11-50 employeesbanking
Plans on this EIN
2 filings
#002401k-$2.6M - 54 part#001TraditionalDB-$2.5M - 57 part

Retirement portfolio analytics

2 plans aggregated / $5.1M assets / 111 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PLAN AND TRUST (#002)52%
  • PLAN AND TRUST (#001)48%
Total $5.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)57
  • PLAN AND TRUST (#002)54
Total 111Click 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#002

MAGNOLIA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$2.6M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MAGNOLIA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$2.5M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MAGNOLIA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$2.6M542025
001MAGNOLIA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$2.5M572025
Retirement plans
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