How big is Mattes Insurance Agency's plan?

Mattes Insurance Agency's plan reported $541K in assets and 6 participants for 2025.

Original filing (PDF)20260309083408NAL0002227936001

Mattes Insurance Agency

Name: Mattes Insurance Agency — Eastern Michigan Agency, Form 5500 (2025)
Creator: Mattes Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eastern Michigan Agency 401(k) Plan

401(k) retirement plan · Mattes Insurance Agency's Eastern Michigan Agency 401(k) Plan held $541K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$541K

Net assets (EOY)

$541K

People on this filing

Jeffrey Mattes signed Mattes Insurance Agency's 2025 Form 5500 as plan administrator.

Jeffrey Mattes — 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

Mattes Insurance Agency's EIN is 38-1961866.

EIN 38-1961866

Plan number 002

Plan year 2025

ACK ID 20260309083408NAL0002227936001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mattes Insurance Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mattes Insurance Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATTES INSURANCE AGENCY.

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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

MATTES INSURANCE AGENCY

EIN

all filings

Address

24220 JEFFERSON AVE · ST. CLAIR SHORES, MI · 48080

Phone

(586) 778-9900

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator