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Sponsor portfolio

RDS MANAGEMENT RESEARCH INC DBA MMR STRATEGY GROUP

EIN 20-2967859-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
12
16501 VENTURA BLVD., STE. 601 - ENCINO, CA 91436818-464-2401
Plans on this EIN
2 filings
#003TraditionalDB-$2.1M - 11 part#001401k-$329K - 1 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • DEFINED BENEFIT PENSION (#003)86%
  • GROUP INC 401(K) (#001)14%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#003)11
  • GROUP INC 401(K) (#001)1
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MMR STRATEGY GROUP DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MMR STRATEGY GROUP INC 401(K) PLAN

401k

Assets$329K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MMR STRATEGY GROUP DEFINED BENEFIT PENSION PLANTraditionalDB$2.1M112024
001MMR STRATEGY GROUP INC 401(K) PLAN401k$329K12025
Retirement plans
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