How big is Mattson Financial Services' plan?

Mattson Financial Services' plan reported $16.0M in assets and 11 participants for 2024.

Original filing (PDF)20250930175946NAL0012564705001

Mattson Financial Services

Name: Mattson Financial Services — Mattson Financial, Form 5500 (2024)
Creator: Mattson Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mattson Financial Services 401(k) Plan

401(k) retirement plan · Mattson Financial Services' Mattson Financial Services 401(k) Plan held $16.0M in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.0M

Net assets (EOY)

$16.0M

Plan identifiers

Mattson Financial Services' EIN is 74-2623285.

EIN 74-2623285

Plan number 001

Plan year 2024

ACK ID 20250930175946NAL0012564705001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mattson Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mattson Financial Services' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATTSON FINANCIAL SERVICES.

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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