Matthews International Corporation 401(k) Plan
Sponsored by Matthews International Corporation · EIN 250644320 · Plan #002
- Total assets
- $353M
- Net assets
- $353M
- Active participants
- 3,932
- With balances
- 4,185
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees, Participant loan processing, Recordkeeping | $328,586 |
| Empower Advisory Group, Llc | Trustee (directed), Direct payment from the plan | $95,438 |
| Mariner Institutional Llc | Investment advisory (plan) | $64,647 |
| Goff Backa Alfera & Company Llc | Accounting | $9,643 |
| Qdro Consultants Company, Llc | Consulting (general) | $900 |
| Empower Financial Services, Inc. | Other investment fees and expenses, Securities brokerage | $645 |