PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MSS BUSINESS TRANSFORMATION ADVISORY, INC.
Sponsor portfolio

MSS BUSINESS TRANSFORMATION ADVISORY, INC.

EIN 86-0638601-management consulting-Latest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
110
7250 N 16TH STREET SUITE 310 - PHOENIX, AZ 85020602-387-2114mssbta.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$5.2M - 51 part#002ESOP-$1.3M - 59 part

Retirement portfolio analytics

2 plans aggregated / $6.5M assets / 110 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PROFIT SHARING PLAN (#001)80%
  • EMPLOYEE STOCK OWNERSHIP (#002)20%
Total $6.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)59
  • PROFIT SHARING PLAN (#001)51
Total 110Click 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

MSS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$5.2M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MSS TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.3M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MSS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN401k$5.2M512025
002MSS TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$1.3M592025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica