How big is The Mather Group LLC's plan?

The Mather Group LLC's plan reported $690K in assets and 15 participants for 2024.

Original filing (PDF)20250708094342NAL0006733040001

The Mather Group LLC

Name: The Mather Group LLC — The Mather Group LLC 401(k), Form 5500 (2024)
Creator: The Mather Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Mather Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Mather Group LLC's The Mather Group LLC 401(k) Profit Sharing Plan & Trust held $690K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$690K

Net assets (EOY)

$690K

People on this filing

Edward Rojas signed The Mather Group LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

The Mather Group LLC's EIN is 47-0908782.

EIN 47-0908782

Plan number 002

Plan year 2024

ACK ID 20250708094342NAL0006733040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Mather Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Mather Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MATHER GROUP LLC.

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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