Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MG STRATEGY, LLC
EIN 26-4089921management consultingLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
8
PO BOX 460 - MOUNT GRETNA, PA 17064215-422-2670mgstrat.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M 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#002
MG STRATEGY, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MG STRATEGY, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MG STRATEGY, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.8M | 4 | 2025 | |
| 001 | MG STRATEGY, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.0M | 4 | 2024 |
Retirement plans