How big is Matson Financial Advisors, Inc.'s plan?

Matson Financial Advisors, Inc.'s plan reported $6.7M in assets and 8 participants for 2024.

Original filing (PDF)20250721080007NAL0000511347001

Matson Financial Advisors, Inc.

Name: Matson Financial Advisors, Inc. — Matson Financial, Form 5500 (2024)
Creator: Matson Financial Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matson Financial Advisors, Inc. 401(k) Plan

401(k) retirement plan · Matson Financial Advisors, Inc.'s Matson Financial Advisors, Inc. 401(k) Plan held $6.7M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Matson Financial Advisors, Inc.'s EIN is 06-1385943.

EIN 06-1385943

Plan number 001

Plan year 2024

ACK ID 20250721080007NAL0000511347001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matson Financial Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matson Financial Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATSON FINANCIAL ADVISORS, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score