The Matthews Group Retirement Plan
Sponsored by The Matthews Group, Inc. · EIN 541659669 · Plan #001 · Purcellville, VA
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 134
- With balances
- 180
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 |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $31,632 |
| Cary Street | Investment advisory (plan) | $8,000 |