The Mathews Company 401 K Plan
Sponsored by The Mathews Company, Llc · EIN 621589349 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 117
- With balances
- 122
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $42,876 |
| Onedigital Investment Advisors | Investment advisory (plan) | $31,693 |
| Access Retirement Services, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $10,850 |