Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MSI MANAGEMENT SERVICES, INC.
EIN 11-2225865financial servicesLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
35
3900 W ALAMEDA AVE. - BURBANK, CA 91505310-300-2906msimgt.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 35 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
MSI RETIREMENT PLAN
401k
Assets$2.5M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MSI MANAGEMENT SERVICES, INC. PENSION PLAN
CashBalance
Assets$529K
Participants14
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 | MSI RETIREMENT PLAN | 401k | $2.5M | 21 | 2024 | |
| 002 | MSI MANAGEMENT SERVICES, INC. PENSION PLAN | CashBalance | $529K | 14 | 2024 |
Retirement plans