Sponsor portfolio
MO STRATEGIES, INC.
EIN 81-5343346Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$603K assets
Welfare
1
Participants
7
501 PENNSYLVANIA PARKWAY, SUITE 165 - CARMEL, IN 46280317-517-7000
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MO STRATEGIES, INC. 401(K) PLAN
401k
Assets$603K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
MO STRATEGIES INC. CBIN BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MO STRATEGIES, INC. 401(K) PLAN | 401k | $603K | 5 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MO STRATEGIES INC. CBIN BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans