· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MATTOX & WILSON, L.L.P. — MATTOX & WILSON, L.L.P. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250828085337NAL0005409459001
MATTOX & WILSON, L.L.P.
Form 5500-SF
FILING_RECEIVED
MATTOX & WILSON, L.L.P. 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MATTOX & WILSON, L.L.P.
.
Find decision makers
Plan sponsor
Name
MATTOX & WILSON, L.L.P.
EIN
35-1814403
Address
125 E. SPRING STREET · NEW ALBANY, IN · 47150
Phone
(812) 944-8005
Industry
Law Offices
· Professional & Technical Services
see 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
2025-08-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
THE SCANLON GROUP CO., L.P.A.
THE SCANLON GROUP CO., L.P.A. 401(K) PLAN
$1.3M · 4 participants
MCLAUGHLIN & NARDI, LLC
MCLAUGHLIN & NARDI, LLC 401(K) P/S PLAN
$1.3M · 6 participants
ROBERTS-JEANDRON LAW, APC
ROBERTS-JEANDRON LAW FIRM DEFINED BENEFIT PLAN
$1.3M · 5 participants
STRATEGY LAW, LLP
STRATEGY LAW, LLP CASH BALANCE PLAN
$1.3M · 7 participants
ABRUZZO & KINN LLP
ABRUZZO & KINN LLP RETIREMENT PLAN
$1.3M · 7 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HEATH & YUEN, APC
HEATH & YUEN, APC 401(K) RETIREMENT PLAN
$1.3M · 8 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
