AUMdb

Mathews Management 401(k) Retirement Plan

Sponsored by Mathews Management Inc. · EIN 710779272 · Plan #001

Total assets
$3.5M
Net assets
$3.5M
Active participants
685
With balances
241

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nationwide Recordkeeping, Participant communication, Recordkeeping fees $16,767
Pension Solutions, Inc. Contract administrator, Recordkeeping, Consulting (pension) $3,650