Sponsor portfolio
MAGNOLIA WEALTH MANAGEMENT, LLC
EIN 83-0666686Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$305K assets
Welfare
0
Participants
6
1535 HONEYSUCKLE ROAD - DOTHAN, AL 36305334-699-4036
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 | |
|---|---|---|---|---|---|---|
| 001 | MAGNOLIA WEALTH MANAGEMENT 401(K) PLAN | 401k | $305K | 6 | 2025 |
Retirement plans