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Original filing (PDF)20250731153835NAL0007353920001
MATHER
Form 5500
FILING_RECEIVED
401(K) RETIREMENT PLAN FOR EMPLOYEES OF MATHER
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
651
Accounts w/ balance
820
Plan assets (EOY)
$58.5M
Net assets (EOY)
$58.5M
How this plan invests
This plan
6 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATHER.
Plan sponsor
Name
MATHER
EIN
36-2233542
Address
1560 SHERMAN AVE STE 1010 · EVANSTON, IL · 602014803
Phone
(847) 492-6794
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $28K | — |
Investments
18 direct securities · 6 pooled funds· $57.5M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$53.2M
18 holdings
Common Collective Trust
$4.3M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 | — | — | — | $9.2M | 15.8% | |
| Vanguard Target Retirement 2030 | — | — | — | $8.2M | 14.0% | |
| Vanguard Target Retirement 2035 | — | — | — | $6.6M | 11.2% | |
| JPMorgan US Equity R6 Fund | — | — | — | $4.5M | 7.6% | |
| Vanguard Target Retirement 2020 | — | — | — | $4.3M | 7.3% | |
| Vanguard Target Retirement 2050 | — | — | — | $3.5M | 6.0% | |
| Vanguard Target Retirement 2045 | — | — | — | $3.4M | 5.9% | |
| Vanguard Target Retirement 2040 | — | — | — | $3.3M | 5.6% | |
| Vanguard 500 Index Fund | — | — | — | $2.8M | 4.7% | |
| Vanguard Target Retirement 2055 | — | — | — | $2.7M | 4.6% | |
| Vanguard Target Retirement Income | — | — | — | $1.4M | 2.5% | |
| WTC CIF II SMID CP RES EQ S 1 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 151 | Common Collective Trust | — | — | $1.2M | 2.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $1.1M | 1.9% | |
| GALLIARD STABLE RETURN E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.9% | |
| MFS Insl International Fund | — | — | — | $842K | 1.4% | |
| MFS INTL EQUITY CLASS 3A FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $842K | 1.4% | |
| Vanguard Target Retirement 2065 | — | — | — | $780K | 1.3% | |
| ARTISAN SUST EM T FDRS II TIER SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $398K | 0.7% | |
| Investments (Mutual Funds) Fidelity US Bond Fund | — | — | — | $342K | 0.6% | |
| DWS RREEF REAL ASSETS CL M CIT DWS TRUST COMPANY · EIN 82-6252443 / PN 004 | Common Collective Trust | — | — | $335K | 0.6% | |
| PRUDENTIAL CORE PL BD FD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $333K | 0.6% | |
| Vgd Tt Intl Stk Idx Admin Fd | — | — | — | $100K | 0.2% | |
| Vanguard Ext Mk Index Adm Fund | — | — | — | $71K | 0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $12K | <0.1% |
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