Retirement plan

W.R. MAGNUS, INC. 401(K) PLAN

Name: W.R. MAGNUS, INC. - W.R. MAGNUS, INC. 401(K) PLAN (2025) Form 5500
Creator: W.R. MAGNUS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, W.R. MAGNUS, INC. 401(K) PLAN, W.R. MAGNUS, INC.

W.R. MAGNUS, INC.EIN 36-2085074Plan #001PY 2025

20 N. WACKER DRIVE, SUITE 3333 - CHICAGO, IL 60606312-263-6124wrmagnus.comLinkedIn1-10 employeeswholesale

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

+17.5% from 2024

Total participants

0.0% from 2024

Average account balance

$649,879

+17.5% from 2024

Annual return

14.89%

+2.97 pp from 2024

Benchmarks

See 4,952 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort4,952 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.60M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$650K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.89%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$649,879

$254,759+155.1%

$216,567+200.1%

$198,609+227.2%

Participation rate

100.0%

84.5%+15.5pp

81.6%+18.4pp

82.4%+17.6pp

Annual return

14.89%

10.04%+4.8pp

12.94%+1.9pp

202.70%-187.8pp

Employer contribution / active EE

$4,616

$6,096-24.3%

$5,216-11.5%

$5,055-8.7%

Participant deferral / active EE

$14,983

$6,948+115.6%

$6,191+142.0%

$6,977+114.8%

Admin fee / account holder

$26,311-100.0%

$21,981-100.0%

$19,030-100.0%

W.R. MAGNUS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

W.R. MAGNUS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion