How big is Matt Logan Inc.'s plan?

Matt Logan Inc.'s plan reported $192K in assets and 3 participants for 2024.

Original filing (PDF)20251010112151NAL0004549075001

Matt Logan Inc.

Name: Matt Logan Inc. — Matt Logan Inc. 401(k) Plan, Form 5500 (2024)
Creator: Matt Logan Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matt Logan Inc. 401(k) Plan

Defined-contribution retirement plan · Matt Logan Inc.'s Matt Logan Inc. 401(k) Plan held $192K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$192K

Net assets (EOY)

$192K

People on this filing

Richard Tatum signed Matt Logan Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Matt Logan Inc.'s EIN is 26-0709593.

EIN 26-0709593

Plan number 001

Plan year 2024

ACK ID 20251010112151NAL0004549075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matt Logan Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matt Logan Inc.'s plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 (92nd percentile).

Plan sponsor

Name

MATT LOGAN INC.

EIN

all filings

Address

3824 N ELM ST STE 101 · GREENSBORO, NC · 27455

Phone

(336) 540-9700

Industry

Finance & Insurance

Plan administrator