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Original filing (PDF)20250825132517NAL0007894865001
MATTER SURFACES, INC.
Form 5500
FILING_RECEIVED
MATTER SURFACES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
138
Accounts w/ balance
111
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATTER SURFACES, INC..
Plan sponsor
Name
MATTER SURFACES, INC.
EIN
04-2504157
Address
179 CAMPANELLI PARKWAY · STOUGHTON, MA · 020723734
Phone
(781) 344-1536
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTOR SERVICES LLC | 04-1590850 | — | ADVISOR | $20K | — |
Investments
29 direct securities · 4 pooled funds· $18.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$15.1M
29 holdings
Common Collective Trust
$3.4M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.9M | 10.2% | |
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual fund | — | — | — | $1.7M | 9.1% | |
| Vanguard Target Retirement 2025 Fund Investor Shares Mutual fund | — | — | — | $1.5M | 8.1% | |
| Fidelity Total Market Index Fund Mutual fund | — | — | — | $1.3M | 7.2% | |
| Vanguard Target Retirement 2045 Fund Investor Shares Mutual fund | — | — | — | $997K | 5.4% | |
| Vanguard Target Retirement 2050 Fund Investor Shares Mutual fund | — | — | — | $919K | 5.0% | |
| Fidelity Government Money Market K6 Money market fund | — | — | — | $862K | 4.7% | |
| Vanguard Target Retirement 2030 Fund Investor Shares Mutual fund | — | — | — | $825K | 4.5% | |
| Fidelity Balanced K6 Mutual fund | — | — | — | $818K | 4.4% | |
| Vanguard Target Retirement 2035 Fund Investor Shares Mutual fund | — | — | — | $798K | 4.3% | |
| Fidelity International Index Mutual fund | — | — | — | $702K | 3.8% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $641K | 3.5% | |
| JPM Equity Income R6 Mutual fund | — | — | — | $562K | 3.0% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $546K | 3.0% | |
| Vanguard Target Retirement 2055 Fund Investor Shares Mutual fund | — | — | — | $514K | 2.8% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $508K | 2.7% | |
| Fidelity Small Cap Growth K6 Mutual fund | — | — | — | $456K | 2.5% | |
| T. Rowe Price Dividend Growth Fund I Class Mutual fund | — | — | — | $372K | 2.0% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $321K | 1.7% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $318K | 1.7% | |
| Vanguard Target Retirement 2020 Fund Investor Shares Mutual fund | — | — | — | $300K | 1.6% | |
| FKLN SM Cap Value R6 Mutual fund | — | — | — | $266K | 1.4% | |
| Participant loans Participant loans with interest | — | — | — | $214K | 1.2% | |
| Fidelity New Markets Income Fund Mutual fund | — | — | — | $195K | 1.1% | |
| Fidelity Total Bond K6 Mutual fund | — | — | — | $184K | 1.0% | |
| PIMCO Income Institutional Draft CopyMutual fund | — | — | — | $164K | 0.9% | |
| Fidelity Asset Manager 60% Mutual fund | — | — | — | $118K | 0.6% | |
| LD ABT SH DTN INC R6 Mutual fund | — | — | — | $111K | 0.6% | |
| Vanguard Target Retirement 2060 Fund Investor Shares Mutual fund | — | — | — | $102K | 0.6% | |
| Fidelity US Bond Index Mutual fund | — | — | — | $77K | 0.4% | |
| Harbor Small Cap Value Retirement Fund Mutual fund | — | — | — | $70K | 0.4% | |
| Vanguard Target Retirement Income Fund Investor Mutual fund | — | — | — | $69K | 0.4% | |
| Shares AF New World R6 Mutual fund | — | — | — | $57K | 0.3% |
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