Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAGNOLIA CAPITAL MANAGEMENT LLC
EIN 81-4451771Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$939K assets
Welfare
0
Participants
4
1800 CITY FARM DRIVE, BUILDING 4A - BATON ROUGE, LA 70806225-214-5935
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $939K 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
MAGNOLIA CAPITAL MANAGEMENT LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$737K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MAGNOLIA CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN
401k
Assets$201K
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 | MAGNOLIA CAPITAL MANAGEMENT LLC DEFINED BENEFIT PLAN | TraditionalDB | $737K | 2 | 2024 | |
| 002 | MAGNOLIA CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | 401k | $201K | 2 | 2024 |
Retirement plans