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Original filing (PDF)20250806102403NAL0002527985012
MATIC INSURANCE SERVICES INC
Form 5500
FILING_RECEIVED
MATIC INSURANCE SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 2
46% in single holdingNo recordkeeper disclosed
Active participants
209
Accounts w/ balance
201
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
77
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 46% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATIC INSURANCE SERVICES INC.
Plan sponsor
Name
MATIC INSURANCE SERVICES INC
EIN
46-5512991
Address
585 S FRONT STREET · SUITE 300 · COLUMBUS, OH · 43215
Phone
(818) 465-5388
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-08-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
19 direct securities· $4.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $1.9M | 46.3% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $695K | 16.7% | |
| Vanguard Group Bond Index Admiral Mutual Fund | — | — | — | $543K | 13.1% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | — | — | — | $365K | 8.8% | |
| Vanguard Specialized Dividend REIT Index Fund Admiral Shares Mutual Fund | — | — | — | $185K | 4.5% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund ** 675 Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $175K | 4.2% | |
| Vanguard Group Growth Index Adm Mutual Fund | — | — | — | $52K | 1.2% | |
| Vanguard Group Total Institutional Stock Index Admiral Mutual Fund | — | — | — | $49K | 1.2% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $38K | 0.9% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund | — | — | — | $24K | 0.6% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $16K | 0.4% | |
| Vanguard Group Reserve Federal MM Fund Mutual Fund | — | — | — | $16K | 0.4% | |
| Participant Loans to participants, bearing interest from 9.0% to 9.5% | — | — | — | $11K | 0.3% | |
| Vanguard Specialized Dividend Appreciation Index Admiral Mutual Fund | — | — | — | $11K | 0.3% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $9K | 0.2% | |
| Vanguard Energy Index Admiral Mutual Fund | — | — | — | $8K | 0.2% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $8K | 0.2% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $7K | 0.2% | |
| Vanguard Group Long Term Bond Index Admiral Class Mutual Fund | — | — | — | $6K | 0.2% |
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