· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MATHEW GREENWALD & ASSOCIATES, INC. — MATHEW GREENWALD & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251117124425NAL0000695123001
MATHEW GREENWALD & ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
MATHEW GREENWALD & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
43
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
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
MATHEW GREENWALD & ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
MATHEW GREENWALD & ASSOCIATES, INC.
EIN
52-1407743
Address
4201 CONNECTICUT AVE NW · SUITE 620 · WASHINGTON, DC · 20008
Phone
(202) 686-2510
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-11-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
TRIMARK SOLUTIONS, LLC
TRIMARK DIGITAL 401(K) PLAN
$8.0M · 81 participants
BRANDTRUST, INC.
BRANDTRUST, INC. 401(K) PLAN
$7.8M · 26 participants
MCLAUGHLIN & ASSOCIATES
MCLAUGHLIN & ASSOCIATES PROFIT SHARING PLAN / 401(K) PLAN
$8.1M · 14 participants
BRIGHTWELL PAYMENTS, INC.
BRIGHTWELL PAYMENTS, INC. 401(K) PROFIT SHARING PLAN
$7.7M · 139 participants
THE RDI CORPORATION
RDI MARKETING SERVICES, INC. PROFIT SHARING 401(K) 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.
$8.2M · 1,395 participants
HALEY MARKETING GROUP
HALEY MARKETING GROUP 401(K) PLAN
$8.3M · 58 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
