Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MMS STRATEGIES LLC
EIN 92-2429743Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
9
520 CAPITOL MALL SUITE 280 - SACRAMENTO, CA 95814916-479-3687mmsstrategies.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 9 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#002
MMS STRATEGIES DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MMS STRATEGIES 401K PROFIT SHARING PLAN & TRUST
401k
Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MMS STRATEGIES DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.5M | 4 | 2024 | |
| 003 | MMS STRATEGIES 401K PROFIT SHARING PLAN & TRUST | 401k | $1.1M | 5 | 2024 |
Retirement plans