How big is J Matrik Wealth Management, LLC's plan?

J Matrik Wealth Management, LLC's plan reported $576K in assets and 2 participants for 2024.

Original filing (PDF)20250924114617NAL0017001090001

J Matrik Wealth Management, LLC

Name: J Matrik Wealth Management, LLC — J Matrik Wealth, Form 5500 (2024)
Creator: J Matrik Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J Matrik Wealth Management, LLC 401(k) PS Plan

401(k) retirement plan · J Matrik Wealth Management, LLC's J Matrik Wealth Management, LLC 401(k) PS Plan held $576K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$576K

Net assets (EOY)

$576K

People on this filing

Steven Klimaszewski signed J Matrik Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Steven Klimaszewski — 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

J Matrik Wealth Management, LLC's EIN is 47-1622335.

EIN 47-1622335

Plan number 001

Plan year 2024

ACK ID 20250924114617NAL0017001090001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J Matrik Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J Matrik Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J MATRIK WEALTH MANAGEMENT, LLC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

J MATRIK WEALTH MANAGEMENT, LLC

EIN

all filings

Address

565 TAXTER RD STE 490 · ELMSFORD, NY · 10523

Phone

(914) 909-1552

Industry

Finance & Insurance

Plan administrator