Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
MGB HOUSING & TAX CONSULTANTS
EIN 06-1771409Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
8
2338 S WHITTMORE ST - FURLONG, PA 189251548609-610-6583
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MGB HOUSING & TAX CONSULTANTS 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$775K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MGB HOUSING & TAX CONSULTANTS, LLC., CASH BALANCE PLAN
CashBalance
Assets$735K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MGB HOUSING & TAX CONSULTANTS 401(K) PROFIT SHARING PLAN & TRUST | 401k | $775K | 5 | 2025 | |
| 002 | MGB HOUSING & TAX CONSULTANTS, LLC., CASH BALANCE PLAN | CashBalance | $735K | 3 | 2024 |
Retirement plans