Retirement plan

MAG DS CORP. 401K PLAN

Name: MAG DS CORP. - MAG DS CORP. 401K PLAN (2025) Form 5500
Creator: MAG DS CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAG DS CORP. 401K PLAN, MAG DS CORP.

MAG DS CORP.EIN 80-0452944Plan #001PY 2025

12730 FAIR LAKES CIRCLE, SUITE 600 - FAIRFAX, VA 220334901703-437-2070mag-ds.comLinkedIn1001-5000 employeesmanagement consulting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$132.1M

+15.9% from 2024

Total participants

1,314

-7.5% from 2024

Average account balance

$121,077

+23.2% from 2024

Annual return

19.25%

+4.53 pp from 2024

Benchmarks

See 233 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort233 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$132.10M

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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.

1,091

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.

72.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11.77M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+19.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$204

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$157,857
BALDWIN & BALDWIN PLLC2 years Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 28 · EIN 47-5476782	Investment Management	$64,611
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782	Direct payment from the plan; Shareho...	$160
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$223K

$274 / participant

Recordkeeping$82K37.0%
Investment mgmt$140K63.0%

% of EOY assets

0.169%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$121,077

$38,967+210.7%

$86,233+40.4%

$79,634+52.0%

Participation rate

72.6%

34.1%+38.5pp

69.0%+3.6pp

62.5%+10.1pp

Annual return

19.25%

49.90%-30.6pp

61.39%-42.1pp

36.46%-17.2pp

Employer contribution / active EE

$4,230

$868+387.0%

$2,504+68.9%

$2,529+67.2%

Participant deferral / active EE

$10,246

$1,663+516.3%

$4,559+124.7%

$3,835+167.2%

Admin fee / account holder

$204

$2,660-92.3%

$8,342-97.6%

$1,002-79.6%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.6 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$157,857

BALDWIN & BALDWIN PLLC2 years

Filed as: THE BALDWIN GROUP WEALTH ADVISORS

Service code 28 · EIN 47-5476782

Investment Management

$64,611

CHARLES SCHWAB & CO., INC.6 years

Filed as: CHARLES SCHWAB & CO.,INC.

Service code 33 · EIN 94-1737782

Direct payment from the plan; Shareho...

$160

CHARLES SCHWAB & CO., INC.3 years

Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL

Service code 59

Shareholder Servicing

MAG DS CORP. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAG DS CORP. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion