How big is Mathews Management Inc.'s plan?

Mathews Management Inc.'s plan reported $3.5M in assets and 685 participants for 2024.

Original filing (PDF)20251014135937NAL0002958929003

Mathews Management Inc.

Name: Mathews Management Inc. — Mathews Management 401(k), Form 5500 (2024)
Creator: Mathews Management Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Mathews Management 401(k) Retirement Plan

401(k) retirement plan · Mathews Management Inc.'s Mathews Management 401(k) Retirement Plan held $3.5M in plan assets for 685 participants in 2024, with Nationwide as recordkeeper.

Signals · 2

Late participant contributions17% employer stock

Active participants

685

Accounts w/ balance

241

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

LISA Harger signed Mathews Management Inc.'s 2024 Form 5500 as plan administrator.

LISA Harger — 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

Mathews Management Inc.'s EIN is 71-0779272.

EIN 71-0779272

Plan number 001

Plan year 2024

ACK ID 20251014135937NAL0002958929003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mathews Management Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 114K (20% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

MATHEWS MANAGEMENT INC.

EIN

all filings

Address

1468A EAST MOUNTAIN ROAD · SPRINGDALE, AR · 72764

Phone

(479) 751-9617

Industry

Accommodation & Food Services

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

HOGANTAYLOR LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	31-4177100	COLUMBUS, OH	RECORD KEEPER	$17K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSION SOLUTIONS, INC.	73-1521434	OKLAHOMA CITY, OK	TPA	$4K	—

Investments

35 direct securities· $3.5M(100% of reported assets)

Mutual Funds

$1.6M

19 holdings

Other securities

$956K

9 holdings

Common Stocks

$589K

2 holdings

Common Collective Trusts

$421K

5 holdings

					% of plan
Invesco Comstock Fund ** $	Mutual Funds	—	—	$404K	11.5%
Nationwide Trust Company, FSB (Nationwide) Investor Destinations Moderate Fund	Common Stocks	—	—	$356K	10.1%
Nationwide Investor Destinations Aggressive Fund	Other securities	—	—	$341K	9.7%
Invesco Equity & Income Fund	Mutual Funds	—	—	$262K	7.4%
Nationwide Investor Destinations Moderately Aggressive Fund	Other securities	—	—	$250K	7.1%
Nationwide Life Insurance Company Fixed Select Option	Common Stocks	—	—	$233K	6.6%
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$204K	5.8%
Vanguard Mid Cap Index Fund	Common Collective Trusts	—	—	$178K	5.1%
Nationwide Investor Destinations Conservative Fund	Other securities	—	—	$173K	4.9%
Vanguard Intermediate-Term Bond Index Fund	Common Collective Trusts	—	—	$123K	3.5%
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$112K	3.2%
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$108K	3.1%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$107K	3.0%
Vanguard 500 Index Fund	Common Collective Trusts	—	—	$100K	2.8%
Victory Sycamore Established Value Fund	Other securities	—	—	$98K	2.8%
Invesco Global Fund	Mutual Funds	—	—	$91K	2.6%
Dimensional Fund Advisors U.S. Small Cap Fund	Mutual Funds	—	—	$83K	2.4%
Nationwide Investor Destinations Moderately Conservative Fund	Other securities	—	—	$66K	1.9%
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$46K	1.3%
Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$31K	0.9%
Invesco Small Cap Growth Fund	Mutual Funds	—	—	$29K	0.8%
Pioneer Investments Select Mid Cap Growth Fund	Other securities	—	—	$25K	0.7%
American Funds Growth Fund of America	Mutual Funds	—	—	$23K	0.6%
American Funds EuroPacific Growth Fund	Mutual Funds	—	—	$20K	0.6%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$18K	0.5%
Vanguard Small Cap Value Index Fund	Common Collective Trusts	—	—	$10K	0.3%
Fidelity Inflation Protected Bond Index Fund	Common Collective Trusts	—	—	$10K	0.3%
Vanguard Target Retirement Income Fund	Mutual Funds	—	—	$5K	0.1%
Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$5K	0.1%
Fidelity Select Technology Portfolio	Mutual Funds	—	—	$3K	<0.1%
Vanguard Target Retirement 2065 Fund	Mutual Funds	—	—	$2K	<0.1%
Fidelity Advisor Health Care Fund	Mutual Funds	—	—	$2K	<0.1%
First Eagle Gold Fund	Other securities	—	—	$2K	<0.1%
Federated Government Obligations Fund	Other securities	—	—	$1K	<0.1%
T. Rowe Price Blue Chip Growth Fund	Other securities	—	—	$1K	<0.1%