Original filing (PDF)20260608155538NAL0003867504001

Matty, Henrikson & Greve LLC

Name: Matty, Henrikson & Greve LLC — Matty, Henrikson &, Form 5500 (2025)
Creator: Matty, Henrikson & Greve LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matty, Henrikson & Greve LLC Profit Sharing Plan and Trust

401(k) retirement plan · Matty, Henrikson & Greve LLC's Matty, Henrikson & Greve LLC Profit Sharing Plan and Trust held $3.2M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATTY, HENRIKSON & GREVE LLC.

Plan sponsor

Name

MATTY, HENRIKSON & GREVE LLC

EIN

34-1457900all filings

Address

1001 LAKESIDE AVE · SUITE 1410 · CLEVELAND, OH · 44114

Phone

(216) 621-6570

Industry