Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MASSOW WEALTH STRATEGIES, INC.
EIN 86-0807838investment bankingLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
13
1635 N. GREENFIELD ROAD, SUITE 138 - MESA, AZ 85205480-503-1084LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 13 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#001
MASSOW WEALTH STRATEGIES, INC. 401(K) PLAN
401k
Assets$1.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MASSOW WEALTH STRATEGIES, INC. CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MASSOW WEALTH STRATEGIES, INC. 401(K) PLAN | 401k | $1.5M | 7 | 2025 | |
| 002 | MASSOW WEALTH STRATEGIES, INC. CASH BALANCE PLAN | CashBalance | $1.5M | 6 | 2025 |
Retirement plans