The Mathworks 401(k) Retirement Plan
Sponsored by The Mathworks, Inc. · EIN 942960235 · Plan #001
- Total assets
- $1.8B
- Net assets
- $1.8B
- Active participants
- 3,799
- With balances
- 5,108
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 |
|---|---|---|
| Artiumology Llc CRD 323798 | fuzzy_auto · 98% | 2024 |
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 97% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Heritage Financial Advisors, Llc CRD 154955 | fuzzy_auto · 94% | 2024 |
| Johnson Investment Counsel, Inc. CRD 117054 | deterministic · 100% | 2024 |
| Signature Estate & Investment Advisors Llc CRD 108163 | fuzzy_auto · 94% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $266,746 |
| Financial Finesse Inc | Investment management, Direct payment from the plan | $107,010 |
| Rocaton Investment Advisors Llc | Investment management, Direct payment from the plan | $105,484 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $38,885 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $32,461 |
| Bdo Seidman Llp | Accounting, Direct payment from the plan | $32,400 |
| Heritage Financial Services | Investment advisory (participants), Direct payment from the plan | $13,482 |
| Johnson Investment Counsel Inc | Investment advisory (participants), Direct payment from the plan | $9,647 |
| Signature Estate & Investment | Investment advisory (participants), Direct payment from the plan | $8,633 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $7,327 |