How big is ALAN J. Statman's plan?

ALAN J. Statman's plan reported $933K in assets and 7 participants for 2024.

Original filing (PDF)20250707125519NAL0005840176001

ALAN J. Statman

Name: ALAN J. Statman — Trust Matters 401(k) Plan, Form 5500 (2024)
Creator: ALAN J. Statman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trust Matters 401(k) Plan

401(k) retirement plan · ALAN J. Statman's Trust Matters 401(k) Plan held $933K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$933K

Net assets (EOY)

$933K

People on this filing

ALAN Statman signed ALAN J. Statman's 2024 Form 5500 as plan administrator.

ALAN Statman — 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

ALAN J. Statman's EIN is 26-1924503.

EIN 26-1924503

Plan number 001

Plan year 2024

ACK ID 20250707125519NAL0005840176001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ALAN J. Statman from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ALAN J. Statman's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALAN J. STATMAN.

Finding similar companies…

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 (90th percentile).

Plan sponsor

Name

ALAN J. STATMAN

DBA

TRUST MATTERS

EIN

all filings

Address

4096 PIEDMONT AVENUE #559 · OAKLAND, CA · 94611

Phone

(510) 593-3663

Industry