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Original filing (PDF)20260113113353NAL0015783056001
MATT BLATT, INC.
Form 5500
FILING_RECEIVED
MATT BLATT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.9 mo29% in single holding
Active participants
312
Accounts w/ balance
149
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
92
Concentration risk
85
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Filed 1.9 months past the 10.5-month grace window.
- Top holding "Fidelity Fidelity Freedom 2025 Fund Class K6" is 29% of plan.
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (0 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATT BLATT, INC..
Plan sponsor
Name
MATT BLATT, INC.
EIN
22-2922701
Address
6211 BLACK HORSE PIKE · EGG HARBOR TOWNSHIP, NJ · 08234
Phone
(856) 881-0444
Industry
Retail Tradesee 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
2026-01-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUMSMITH BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25 | — |
Investments
16 direct securities· $6.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2025 Fund Class K6 | — | — | — | $1.8M | 29.3% | |
| Fidelity Freedom 2055 Fund Class K6 | — | — | — | $930K | 15.3% | |
| Fidelity Freedom 2045 Fund Class K6 | — | — | — | $650K | 10.7% | |
| Fidelity Freedom 2060 Fund Class K6 | — | — | — | $523K | 8.6% | |
| Fidelity Freedom 2035 Fund Class K6 | — | — | — | $419K | 6.9% | |
| Fidelity Freedom 2050 Fund Class K6 | — | — | — | $382K | 6.3% | |
| Fidelity Freedom 2030 Fund Class K6 | — | — | — | $316K | 5.2% | |
| Fidelity Blue Chip Growth K6 Fund | — | — | — | $291K | 4.8% | |
| Fidelity Freedom 2040 Fund Class K6 | — | — | — | $250K | 4.1% | |
| Notes receivable from Interest rates from 3.25% to 8.75%, maturing | — | — | — | $204K | 3.4% | |
| Fidelity Freedom 2065 Fund Class K6 | — | — | — | $154K | 2.5% | |
| Fidelity Freedom 2020 Fund Class K6 | — | — | — | $115K | 1.9% | |
| Fidelity 500 Index Fund | — | — | — | $30K | 0.5% | |
| Principal Real Estate Securities Fund R6 | — | — | — | $10K | 0.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $6K | 0.1% | |
| Fidelity Government Money Market Fund ** 8 * Fidelity Government Money Market Fund | — | — | — | $2K | <0.1% |