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Original filing (PDF)20251013110548NAL0001088705002
THE MATCO GROUP, INC.
Form 5500
FILING_RECEIVED
THE MATCO GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
92% in single holdingNo recordkeeper disclosed
Active participants
846
Accounts w/ balance
1,205
Plan assets (EOY)
$46.4M
Net assets (EOY)
$46.4M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Other" is 92% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MATCO GROUP, INC..
Plan sponsor
Name
THE MATCO GROUP, INC.
EIN
16-1238150
Address
320 N. JENSEN RD. · VESTAL, NY · 13850
Phone
(607) 729-5572
Industry
Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
PIAKER & LYONS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NBT BANK NA | 16-1268674 | — | NONE | $91K | — |
| PIAKER & LYONS, P.C. | 16-1152552 | — | NONE | $17K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
3 direct securities · 1 pooled fund· $6.9M(15% 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.
Common Collective Trust
$3.5M
1 holding
OTHER
$3.2M
1 holding
Uncategorized
$293K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $3.5M | 7.5% | |
| Other | OTHER | — | $3.2M | $3.2M | 6.8% | |
| Interest-bearing cash (include money market accounts & certificates of deposit) | — | — | $148K | $148K | 0.3% | |
| Value of funds held in insurance company general account (unallocated contracts) | — | — | $145K | $145K | 0.3% |