Plan Ledger DOL Form 5500 · updated monthly

Magnus Title Agency LLC401(k)

MAGNUS TITLE AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.74%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Magnus Title Agency LLC reported $43,549 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $612 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.50% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Arizona (763rd of 1,285), and 9,334th of 11,654 in professional & technical services. In 2024, employees put in $6.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,156,046
Participants with balances154
Active participants135
Employer contributions$82,564
Employee contributions$548,623
Employer contribution per active participant$612
Average account balance$39,974
Benefits paid to participants$636,466
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 154 accts · $83K emplr
2023$5.6M · 179 accts · $234 emplr
2022$5.0M · 128 accts · $133K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,043
Investment management$20,646
Trustee / custodial$860
Total administrative$43,549
The Magnus Title Agency LLC 401(k) match · 2024
Employer contribution per active participant$612
Median for plans this size$1,313
2024$612 per active participant
2023$2 per active participant
2022$899 per active participant

Magnus Title Agency LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PAYCHEX, INC. · Recordkeeping$9,358
STONEHENGE RETIREMENT PLANNERS LLC · Investment advisory (participants)$20,646

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Paychex
2023Paychex, STONEHENGE RETIREMENT PLANNERS LLC

This plan has changed recordkeepers within these filings. If you left Magnus Title Agency LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$43,549 · 0.74%
2023$30,530 · 0.57%
2022$25,833 · 0.50%
Same employer
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Sentrillion AZ$7.3M · 0.65%
Tbconsulting, L.L.C AZ$6.1M · 0.48%
Cubex LLC AZ$6.0M · 0.72%
Anju Software, Inc. AZ$5.9M · 0.56%
Aspen Group, Inc. AZ$5.7M · 1.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465536617 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.