· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MATSON FINANCIAL ADVISORS, INC. — MATSON FINANCIAL ADVISORS, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250721080007NAL0000511347001
MATSON FINANCIAL ADVISORS, INC.
Form 5500-SF
FILING_RECEIVED
MATSON FINANCIAL ADVISORS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
11
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MATSON FINANCIAL ADVISORS, INC.
.
Find decision makers
Plan sponsor
Name
MATSON FINANCIAL ADVISORS, INC.
EIN
06-1385943
Address
4 MOUNTAINVIEW TERRACE · SUITE 104 · DANBURY, CT · 06810
Phone
(203) 743-0131
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-07-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
OE SOLUTIONS AMERICA, INC.
OE SOLUTIONS AMERICA, INC. RETIREMENT TRUST
$6.7M · 15 participants
DESAUTEL & HEGE COMMUNICATIONS
DESAUTEL & HEGE 401(K) PLAN
$6.7M · 52 participants
A & G REALTY PARTNERS, LLC
A & G REALTY PARTNERS, LLC RETIREMENT PLAN
$6.7M · 13 participants
THE COMMERCIAL TRAFFIC COMPANY
THE COMMERCIAL TRAFFIC COMPANY 401(K) PROFIT SHARING PLAN
$6.7M · 73 participants
ADVANTAGE SCI, LLC
ADVANTAGE SCI, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.7M · 169 participants
BOW RIVER ASSET MANAGEMENT, LLC
BOW RIVER CAPITAL PARTNERS RETIREMENT SAVINGS PLAN
$6.7M · 47 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
