· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MATHER & CO. CPAS, LLC — MATHER & CO. CPAS, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250723131812NAL0002047827001
MATHER & CO. CPAS, LLC
Form 5500-SF
FILING_RECEIVED
MATHER & CO. CPAS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
32
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
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
MATHER & CO. CPAS, LLC
.
Find decision makers
Plan sponsor
Name
MATHER & CO. CPAS, LLC
EIN
61-1210177
Address
9100 SHELBYVILLE RD. · SUITE 200 · LOUISVILLE, KY · 40222
Phone
(502) 429-0800
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
SCHWARTZ & GINSBERG CPA'S PC
SCHWARTZ & GINSBERG 401K
$7.8M · 2 participants
CONNER, HUBBARD & COMPANY, LLC
CONNERHUBBARD SAFE HARBOR 401K PLAN
$7.8M · 6 participants
RICHARDSON KONTOGOURIS EMERSON LLP
RICHARDSON KONTOGOURIS EMERSON LLP CASH BALANCE PENSION PLAN
$7.8M · 51 participants
ROSS, ROSENTHAL & COMPANY, LLP
ROSS, ROSENTHAL & COMPANY, LLP 401(K) PLAN
$7.8M · 9 participants
GORDON, STOCKMAN & WAUGH, P.C.
GORDON STOCKMAN & WAUGH, P.C. 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$7.8M · 20 participants
FISCHER, HAYES, JOYE & ALLEN, LLC
FISCHER, HAYES, JOYE & ALLEN, LLC 401(K) PLAN
$7.8M · 21 participants
Large plans in Kentucky
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH 401(K) RETIREMENT SAVINGS PLAN
$8.8B · 91,977 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH ERISA 403(B) PLAN
$2.9B · 28,491 participants
UNITED PARCEL SERVICE COMPANY
UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN
$2.5B · 1,993 participants
HOUCHENS INDUSTRIES, INC.
HOUCHENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$2.3B · 7,785 participants
NORTON HEALTHCARE, INC.
NORTON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN
$2.3B · 22,952 participants
