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Original filing (PDF)20251015150303NAL0004933425001
MATTE FINISH LLC
Form 5500
FILING_RECEIVED
MATTE PROJECTS 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
50
Accounts w/ balance
103
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard 500 Index Adm Vanguard 0" is 30% of plan.
Helping the score
- Below-peer total fees (24 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATTE FINISH LLC.
Plan sponsor
Name
MATTE FINISH LLC
EIN
46-3486461
Address
561 BROADWAY SUITE 6A · NEW YORK, NY · 10012
Phone
(646) 331-4865
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $6K | — |
Investments
28 direct securities· $2.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $691K | 29.5% | |
| Nuveen Lifecycle Index 2055 R6 Nuveen 0 | — | — | — | $272K | 11.6% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $248K | 10.6% | |
| Nuveen Lifecycle Index 2060 R6 Nuveen 0 | — | — | — | $239K | 10.2% | |
| Nuveen Lifecycle Index 2050 R6 Nuveen 0 | — | — | — | $185K | 7.9% | |
| Calvert Bond Fund R6 Calvert 0 | — | — | — | $169K | 7.2% | |
| Vanguard Total World Stock Index Adm Vanguard 0 | — | — | — | $107K | 4.6% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $76K | 3.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $58K | 2.5% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $53K | 2.3% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $38K | 1.6% | |
| Nuveen Lifecycle Index 2035 R6 Nuveen 0 | — | — | — | $33K | 1.4% | |
| Nuveen Lifecycle Index 2045 R6 Nuveen 0 | — | — | — | $33K | 1.4% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $32K | 1.4% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $23K | 1.0% | |
| PIMCO Global Advge Strategy Bond Instl PIMCO 0 999 PGIM High Yield R6 PGIM 0 | — | — | — | $12K | 0.5% | |
| Vanguard Wellesley Income Adm Vanguard 0 | — | — | — | $12K | 0.5% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $12K | 0.5% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $8K | 0.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $8K | 0.3% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $6K | 0.3% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $6K | 0.2% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $5K | 0.2% | |
| BlackRock 20/80 Target Alloc K BlackRock 0 136 BlackRock 60/40 Target Alloc K BlackRock 0 | — | — | — | $4K | 0.2% | |
| BlackRock 40/60 Target Alloc K BlackRock 0 | — | — | — | $3K | 0.1% | |
| Vanguard Long-Term Investment Grade Adm Vanguard 0 | — | — | — | $2K | <0.1% | |
| BlackRock 80/20 Target Alloc K BlackRock 0 | — | — | — | $1K | <0.1% | |
| Nuveen Lifecycle Index 2040 R6 Nuveen 0 | — | — | — | $1K | <0.1% |
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