How big is Matt Ellis Management, Inc.'s plan?

Matt Ellis Management, Inc.'s plan reported $3.2M in assets and 56 participants for 2024.

Original filing (PDF)20250711144156NAL0006420401001

Matt Ellis Management, Inc.

Name: Matt Ellis Management, Inc. — Matt Ellis Management, Form 5500 (2024)
Creator: Matt Ellis Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matt Ellis Management, Inc. 401(k) Plan

401(k) retirement plan · Matt Ellis Management, Inc.'s Matt Ellis Management, Inc. 401(k) Plan held $3.2M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Matt Ellis Management, Inc.'s EIN is 46-1611863.

EIN 46-1611863

Plan number 001

Plan year 2024

ACK ID 20250711144156NAL0006420401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matt Ellis Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matt Ellis Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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