What public Form 5500 filings show about the The Mathias Team LLC 401(k) plan — and how to find and check your own account.
The Mathias Team LLC (EIN 81-1482024) reports THE MATHIAS TEAM LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $325K in plan assets across 1 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full The Mathias Team LLC filing — schedules, fees, and providers.
The Mathias Team LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask The Mathias Team LLCHR for the recordkeeper’s name and login.
