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Original filing (PDF)20251014135937NAL0002958929003
MATHEWS MANAGEMENT INC.
Form 5500
FILING_RECEIVED
MATHEWS MANAGEMENT 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
685
Accounts w/ balance
241
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
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 (directional)
95
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 35% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATHEWS MANAGEMENT INC..
Plan sponsor
Name
MATHEWS MANAGEMENT INC.
EIN
71-0779272
Address
1468A EAST MOUNTAIN ROAD · SPRINGDALE, AR · 72764
Phone
(479) 751-9617
Industry
Accommodation & Food Servicessee 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
2025-10-14
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
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4177100 | COLUMBUS, OH | RECORD KEEPER | $17K | — |
TPA / Administrator
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Invesco Comstock Fund ** $ | — | — | — | $404K | 11.5% | |
| Nationwide Trust Company, FSB (Nationwide) Investor Destinations Moderate Fund | — | — | — | $356K | 10.1% | |
| Nationwide Investor Destinations Aggressive Fund | — | — | — | $341K | 9.7% | |
| Invesco Equity & Income Fund | — | — | — | $262K | 7.4% | |
| Nationwide Investor Destinations Moderately Aggressive Fund | — | — | — | $250K | 7.1% | |
| Nationwide Life Insurance Company Fixed Select Option | — | — | — | $233K | 6.6% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $204K | 5.8% | |
| Vanguard Mid Cap Index Fund | — | — | — | $178K | 5.1% | |
| Nationwide Investor Destinations Conservative Fund | — | — | — | $173K | 4.9% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $123K | 3.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $112K | 3.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $108K | 3.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $107K | 3.0% | |
| Vanguard 500 Index Fund | — | — | — | $100K | 2.8% | |
| Victory Sycamore Established Value Fund | — | — | — | $98K | 2.8% | |
| Invesco Global Fund | — | — | — | $91K | 2.6% | |
| Dimensional Fund Advisors U.S. Small Cap Fund | — | — | — | $83K | 2.4% | |
| Nationwide Investor Destinations Moderately Conservative Fund | — | — | — | $66K | 1.9% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $46K | 1.3% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $31K | 0.9% | |
| Invesco Small Cap Growth Fund | — | — | — | $29K | 0.8% | |
| Pioneer Investments Select Mid Cap Growth Fund | — | — | — | $25K | 0.7% | |
| American Funds Growth Fund of America | — | — | — | $23K | 0.6% | |
| American Funds EuroPacific Growth Fund | — | — | — | $20K | 0.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $18K | 0.5% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $10K | 0.3% | |
| Fidelity Inflation Protected Bond Index Fund | — | — | — | $10K | 0.3% | |
| Vanguard Target Retirement Income Fund | — | — | — | $5K | 0.1% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $5K | 0.1% | |
| Fidelity Select Technology Portfolio | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $2K | <0.1% | |
| Fidelity Advisor Health Care Fund | — | — | — | $2K | <0.1% | |
| First Eagle Gold Fund | — | — | — | $2K | <0.1% | |
| Federated Government Obligations Fund | — | — | — | $1K | <0.1% | |
| T. Rowe Price Blue Chip Growth Fund | — | — | — | $1K | <0.1% |
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