How big is Mathis, Marifian & Richter, Ltd.'s plan?

Mathis, Marifian & Richter, Ltd.'s plan reported $5.9M in assets and 26 participants for 2024.

Original filing (PDF)20250709110017NAL0008011056001

Mathis, Marifian & Richter, Ltd.

Name: Mathis, Marifian & Richter, Ltd. — Mathis, Marifian, Form 5500 (2024)
Creator: Mathis, Marifian & Richter, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mathis, Marifian & Richter, Ltd. 401(k) Plan

401(k) retirement plan · Mathis, Marifian & Richter, Ltd.'s Mathis, Marifian & Richter, Ltd. 401(k) Plan held $5.9M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Kaycie Dresch signed Mathis, Marifian & Richter, Ltd.'s 2024 Form 5500 as plan administrator.

Kaycie Dresch — 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

Mathis, Marifian & Richter, Ltd.'s EIN is 37-1164118.

EIN 37-1164118

Plan number 001

Plan year 2024

ACK ID 20250709110017NAL0008011056001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mathis, Marifian & Richter, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mathis, Marifian & Richter, Ltd.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATHIS, MARIFIAN & RICHTER, LTD.

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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 (85th percentile).

Plan sponsor

Name

MATHIS, MARIFIAN & RICHTER, LTD

EIN

all filings

Address

23 PUBLIC SQ STE 300 · BELLEVILLE, IL · 62220

Phone

(618) 234-9800

Industry

Law Offices· Professional & Technical Services

Plan administrator