How big is Mattis Partners, LLC.'s plan?

Mattis Partners, LLC.'s plan reported $451K in assets and 7 participants for 2024.

Original filing (PDF)20250925124141NAL0007638881001

Mattis Partners, LLC.

Name: Mattis Partners, LLC. — Mattis Partners 401(k) Plan, Form 5500 (2024)
Creator: Mattis Partners, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mattis Partners 401(k) Plan

401(k) retirement plan · Mattis Partners, LLC.'s Mattis Partners 401(k) Plan held $451K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$451K

Net assets (EOY)

$451K

People on this filing

Melissa Girvin signed Mattis Partners, LLC.'s 2024 Form 5500 as plan administrator.

Melissa Girvin — 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

Mattis Partners, LLC.'s EIN is 46-4347600.

EIN 46-4347600

Plan number 001

Plan year 2024

ACK ID 20250925124141NAL0007638881001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mattis Partners, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mattis Partners, LLC.'s plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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