Original filing (PDF)20250410145140NAL0024419793001

THE MATT LAW FIRM, PLLC

Name: THE MATT LAW FIRM, PLLC — THE MATT LAW FIRM 401(K) PLAN, Form 5500 (2024)
Creator: THE MATT LAW FIRM, PLLC

Form 5500-SF

FILING_RECEIVED

THE MATT LAW FIRM 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 THE MATT LAW FIRM, PLLC.

Plan sponsor

Name

THE MATT LAW FIRM, PLLC

EIN

42-1535305

Address

1701 GENESEE STREET · UTICA, NY · 135015613

Phone

(315) 624-7362

Industry

Law Offices· Professional & Technical Servicessee 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

2025-04-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MESISCA, RILEY & KREITENBERG, LLP

MRK 401(K) PROFIT SHARING PLAN AND TRUST

$2.3M · 3 participants

M G GULO & ASSOCIATES LTD.

M G GULO & ASSOCIATES LTD 401(K) P/S PLAN

$2.3M · 5 participants

KELNER & KELNER

KELNER & KELNER PROFIT SHARING PLAN

$2.3M · 12 participants

FAUVER CO., LPA

FAUVER CO., LPA 401(K) PLAN

$2.3M · 5 participants

KATHERINE L. MCARTHUR, LLC

KATHERINE L. MCARTHUR, LLC 401(K)PLAN

$2.3M · 20 participants