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  2. MGO/OS HOLDINGS, LLC
Sponsor portfolio

MGO/OS HOLDINGS, LLC

EIN 88-2000569-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$13.3M assets
Welfare
0
Participants
96
24400 CHAGRIN BOULEVARD, SUITE 310 - BEACHWOOD, OH 44122216-771-4242
Plans on this EIN
2 filings
#003401k-$12.9M - 71 part#002ProfitSharing-$457K - 25 part

Retirement portfolio analytics

2 plans aggregated / $13.3M assets / 96 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • PLAN & TRUST (#003)97%
  • PLAN AND TRUST (#002)3%
Total $13.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#003)71
  • PLAN AND TRUST (#002)25
Total 96Click 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#003

MGO ONE SEVEN LLC 401K PROFIT SHARING PLAN & TRUST

401k

Assets$12.9M
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MGO ONE SEVEN LLC PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$457K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MGO ONE SEVEN LLC 401K PROFIT SHARING PLAN & TRUST401k$12.9M712025
002MGO ONE SEVEN LLC PROFIT SHARING PLAN AND TRUSTProfitSharing$457K252025
Retirement plans
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