Frank N. Magid Associates 401(k) match, vesting and fees
What Frank N. Magid Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $25.3M at the end of plan year 2021 to $23M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 141 | $23M | $38K | $288 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 168 | $23.3M | $50K | $325 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 184 | $22.2M | $135K | $804 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 166 | $25.3M | $150K | $974 | 0.32% | Not published | Form 5500 ↗ |
Common questions
Does Frank N. Magid Associates match 401(k) contributions?
The match terms for the Frank N. Magid Associates, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $38K in employer contributions, about $288 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Frank N. Magid Associates 401(k) match vested?
The vesting schedule for the Frank N. Magid Associates, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Frank N. Magid Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Frank N. Magid Associates, Inc.
I left Frank N. Magid Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Frank N. Magid Associates, Inc, (612) 216-0718) or the recordkeeper, Empower Annuity Insurance Company O. The Frank N. Magid Associates old 401(k) page lists the contacts from every plan filing. Find an old Frank N. Magid Associates 401(k)
Data from the public Form 5500 annual reports Frank N. Magid Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Frank N. Magid Associates. Not financial advice. Report a correction · Methodology