How big is Mattingly & Associates, LLC's plan?

Mattingly & Associates, LLC's plan reported $770K in assets and 10 participants for 2024.

Original filing (PDF)20251006132808NAL0006511360001

Mattingly & Associates, LLC

Name: Mattingly & Associates, LLC — Mattingly & Associates, Form 5500 (2024)
Creator: Mattingly & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mattingly & Associates, LLC 401(k) Plan

401(k) retirement plan · Mattingly & Associates, LLC's Mattingly & Associates, LLC 401(k) Plan held $770K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$770K

Net assets (EOY)

$770K

Plan identifiers

Mattingly & Associates, LLC's EIN is 81-1001070.

EIN 81-1001070

Plan number 001

Plan year 2024

ACK ID 20251006132808NAL0006511360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mattingly & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mattingly & Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 (89th percentile).

Plan sponsor

Name

MATTINGLY & ASSOCIATES, LLC

EIN

all filings

Address

11019 MCCORMICK RD STE 120 · HUNT VALLEY, MD · 210318654

Phone

(410) 252-6800

Industry

CPA Offices· Professional & Technical Services

Plan administrator