How big is Matis Warfield, Inc.'s plan?

Matis Warfield, Inc.'s plan reported $4.8M in assets and 10 participants for 2024.

Original filing (PDF)20251015110347NAL0006045008001

Matis Warfield, Inc.

Name: Matis Warfield, Inc. — Matis Warfield Retirement, Form 5500 (2024)
Creator: Matis Warfield, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matis Warfield Retirement Plan

401(k) retirement plan · Matis Warfield, Inc.'s Matis Warfield Retirement Plan held $4.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

Matis Warfield, Inc.'s EIN is 52-1903927.

EIN 52-1903927

Plan number 001

Plan year 2024

ACK ID 20251015110347NAL0006045008001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matis Warfield, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matis Warfield, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATIS WARFIELD, INC..

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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