Original filing (PDF)20250409150007NAL0030716816001

MATHES MANAGEMENT ENTERPRISES, INC.

Name: MATHES MANAGEMENT ENTERPRISES, INC. — MATHES MANAGEMENT ENTERPRISES, INC. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: MATHES MANAGEMENT ENTERPRISES, INC.

Form 5500-SF

FILING_RECEIVED

MATHES MANAGEMENT ENTERPRISES, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATHES MANAGEMENT ENTERPRISES, INC..

Plan sponsor

Name

MATHES MANAGEMENT ENTERPRISES, INC.

EIN

59-2978235

Address

222 S WESTMONTE DR · SUITE 301 · ALTAMONTE SPRINGS, FL · 32714

Phone

(407) 551-2571

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Related plans

Similar-size Finance & Insurance plans

BLUECHIP FINANCIAL

BLUECHIP FINANCIAL 401(K) PLAN

$3.0M · 72 participants

SG CREDIT PARTNERS, INC.

SG CREDIT PARTNERS, INC. 401(K) PLAN

$3.0M · 23 participants

MONTANA LIVESTOCK AG CREDIT, INC.

MONTANA LIVESTOCK AG CREDIT, INC. PROFIT SHARING PLAN & TRUST

$3.0M · 9 participants

ASCENDUS

ASCENDUS 401(K) PLAN

$3.0M · 44 participants

BETTER LOAN SOCIETY, INC.

BETTER LOAN SOCIETY, INC. 401K PROFIT SHARING PLAN

$2.9M · 3 participants