How big is Reginald a Mathis and Associates' plan?

Reginald a Mathis and Associates' plan reported $121K in assets and 3 participants for 2024.

Original filing (PDF)20250716104243NAL0006642210001

Reginald a Mathis and Associates

Name: Reginald a Mathis and Associates — Reginald a Mathis, Form 5500 (2024)
Creator: Reginald a Mathis and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Reginald a Mathis and Associates PA 401(k) Safe Harbor Plan

401(k) retirement plan · Reginald a Mathis and Associates' Reginald a Mathis and Associates PA 401(k) Safe Harbor Plan held $121K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$121K

Net assets (EOY)

$121K

People on this filing

Nick Rice signed Reginald a Mathis and Associates' 2024 Form 5500 as plan administrator.

Nick Rice — 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

Reginald a Mathis and Associates' EIN is 46-1333012.

EIN 46-1333012

Plan number 001

Plan year 2024

ACK ID 20250716104243NAL0006642210001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Reginald a Mathis and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Reginald a Mathis and Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REGINALD A MATHIS AND ASSOCIATES.

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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