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Sponsor portfolio

MSB SERVICES, LLC

EIN 45-4013430-Construction-Latest filing 2024
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
98
3204 LENA ROAD - BRADENTON, FL 34211941-747-7100LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$3.6M - 49 part#002CashBalance-$2.2M - 49 part

Retirement portfolio analytics

2 plans aggregated / $5.8M assets / 98 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • MSB SERVICES 401(K) (#001)62%
  • CASH BALANCE PLAN (#002)38%
Total $5.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MSB SERVICES 401(K) (#001)49
  • CASH BALANCE PLAN (#002)49
Total 98Click 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#001

MSB SERVICES 401(K) PLAN

401k

Assets$3.6M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MSB SERVICES CASH BALANCE PLAN

CashBalance

Assets$2.2M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MSB SERVICES 401(K) PLAN401k$3.6M492024
002MSB SERVICES CASH BALANCE PLANCashBalance$2.2M492024
Retirement plans
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