Original filing (PDF)20250716101758NAL0001862659001

MATTHEI & COLIN ASSOCIATES, LLC

Name: MATTHEI & COLIN ASSOCIATES, LLC — MATTHEI & COLIN ASSOCIATES, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MATTHEI & COLIN ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

MATTHEI & COLIN ASSOCIATES, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATTHEI & COLIN ASSOCIATES, LLC.

Plan sponsor

Name

MATTHEI & COLIN ASSOCIATES, LLC

EIN