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Original filing (PDF)20251008084737NAL0013306178001
MATHEMATICA GROUP HOLDING INC.
Form 5500
FILING_RECEIVED
MATHEMATICA GROUP HOLDING INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
99% in single holding99% employer stockNo recordkeeper disclosed
Active participants
1,699
Accounts w/ balance
1,903
Plan assets (EOY)
$280.5M
Net assets (EOY)
$280.5M
How this plan invests
This plan
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Company Common Stock Mathematica Group Holding" is 99% of plan.
- 99% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATHEMATICA GROUP HOLDING INC..
Plan sponsor
Name
MATHEMATICA GROUP HOLDING INC.
EIN
22-2675420
Address
600 ALEXANDER PARK · PRINCETON, NJ · 08540
Phone
(609) 799-3535
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BAKER TILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
3 direct securities· $263.1M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Company Common Stock Mathematica Group Holding | — | — | $206.1M | $261.9M | 93.4% | |
| Tax Managed Fund Certificate of Deposit Park State Bank | — | — | $1.2M | $1.2M | 0.4% | |
| Money Market Federated Govt Obligations | — | — | $1K | $1K | <0.1% |
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