How big is Dematteo Research LLC's plan?

Dematteo Research LLC's plan reported $3.7M in assets and 11 participants for 2024.

Original filing (PDF)20251014090741NAL0003450768001

Dematteo Research LLC

Name: Dematteo Research LLC — Dematteo Research LLC, Form 5500 (2024)
Creator: Dematteo Research LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dematteo Research LLC Incentive Savings Trust

401(k) retirement plan · Dematteo Research LLC's Dematteo Research LLC Incentive Savings Trust held $3.7M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Joseph Dematteo signed Dematteo Research LLC's 2024 Form 5500 as plan administrator.

Joseph Dematteo — 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

Dematteo Research LLC's EIN is 13-3957530.

EIN 13-3957530

Plan number 001

Plan year 2024

ACK ID 20251014090741NAL0003450768001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dematteo Research LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dematteo Research LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DEMATTEO RESEARCH LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DEMATTEO RESEARCH LLC

EIN

all filings

Address

70 E. 55TH STREET · 10TH FLOOR · NEW YORK, NY · 10022

Phone

(212) 833-9900

Industry

Finance & Insurance

Plan administrator