AUMdb

Matt Industries, Inc. Employee Retirement Plan

Sponsored by Matt Industries, Inc. · EIN 141621837 · Plan #002

Total assets
$14.1M
Net assets
$14.1M
Active participants
204
With balances
161

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
Strategic Financial Services, Inc. CRD 109677 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Financial Services Investment advisory (plan) $38,344
Fidelity Investments Inst'l Ops Co Participant loan processing, Recordkeeping fees, Account maintenance fees $29,293