How big is Materetsky Financial Group's plan?

Materetsky Financial Group's plan reported $2.3M in assets and 9 participants for 2024.

Original filing (PDF)20251003221229NAL0002870928001

Materetsky Financial Group

Name: Materetsky Financial Group — Intergrated Financial, Form 5500 (2024)
Creator: Materetsky Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Intergrated Financial Services 401(k) Plan

401(k) retirement plan · Materetsky Financial Group's Intergrated Financial Services 401(k) Plan held $2.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Louis A. Lonetto signed Materetsky Financial Group's 2024 Form 5500 as plan administrator.

Louis A. Lonetto — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Materetsky Financial Group's EIN is 11-3155934.

EIN 11-3155934

Plan number 001

Plan year 2024

ACK ID 20251003221229NAL0002870928001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Materetsky Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Materetsky Financial Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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