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THE MATHER GROUP LLC — THE MATHER GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250708094342NAL0006733040001
THE MATHER GROUP LLC
Form 5500-SF
FILING_RECEIVED
THE MATHER GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
15
Accounts w/ balance
17
Plan assets (EOY)
$690K
Net assets (EOY)
$690K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE MATHER GROUP LLC
.
Find decision makers
Plan sponsor
Name
THE MATHER GROUP LLC
EIN
47-0908782
Address
411 CENTER ST N · VIENNA, VA · 221804110
Phone
(703) 623-4490
Industry
Other Services (ex. Public Admin)
see 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
2025-07-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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B.E.S.T OPPORTUNITIES, INC.
B.E.S.T OPPORTUNITIES, INC. RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$690K · 102 participants
WAGNER CHEMISTS INC
WAGNER CHEMISTS INC 401(K) PROFIT SHARING PLAN & TRUST
$689K · 13 participants
Large plans in Virginia
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$23.5B
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NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
