Matt Raudenbush signed Mathematica Group Holding Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mathematica Group Holding Inc.'s EIN is 22-2675420.
Download the official 2024 Form 5500 (PDF) for Mathematica Group Holding Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mathematica Group Holding Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $120K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 98-0186363 | — | RETAINED BY EMPLOYER | $42K | — |
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.
| % of plan | |||
|---|---|---|---|
| TARGET RETIREMENT 2045 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 437 | Common Collective Trust | $34.1M | 7.2% |
| TARGET RETIREMENT 2050 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 438 | Common Collective Trust | $24.6M | 5.1% |
| TARGET RETIREMENT 2055 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 439 | Common Collective Trust | $23.4M | 4.9% |
| TARGET RETIREMENT 2035 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 435 | Common Collective Trust | $17.2M | 3.6% |
| TARGET RETIREMENT 2060 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 424 | Common Collective Trust | $14.1M | 2.9% |
| TARGET RETIREMENT 2030 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 434 | Common Collective Trust | $12.2M | 2.6% |
| TARGET RETIREMENT 2025 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 433 | Common Collective Trust | $9.8M | 2.1% |
| TARGET RETIREMENT 2040 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 436 | Common Collective Trust | $9.0M | 1.9% |
| TARGET RETIREMENT 2065 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 044 | Common Collective Trust | $2.5M | 0.5% |
| TARGET RETIREMENT 2020 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 432 | Common Collective Trust | $2.4M | 0.5% |
| TARGET RETIREMENT INCOME NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 440 | Common Collective Trust | $2.1M | 0.4% |
