Original filing (PDF)20250606141012NAL0021353856001

MATNEY AND ASSOCIATES

Name: MATNEY AND ASSOCIATES — MATNEY AND ASSOCIATES MERITAGE 401K PSP, Form 5500 (2024)
Creator: MATNEY AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

MATNEY AND ASSOCIATES MERITAGE 401K PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$309K

Net assets (EOY)

$309K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATNEY AND ASSOCIATES.

Plan sponsor

Name

MATNEY AND ASSOCIATES

DBA

MERITAGE

EIN

73-1681935all filings

Address

403 E BONHAM ST · CROKETT, TX · 75835

Phone