Original filing (PDF)20230913160619NAL0047924898001

MATHISYS ADVISORS LLC

Name: MATHISYS ADVISORS LLC — MATHISYS ADVISORS LLC 401K PLAN, Form 5500 (2022)
Creator: MATHISYS ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

MATHISYS ADVISORS LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

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

Plan sponsor

Name

MATHISYS ADVISORS LLC

EIN

82-2172190

Address

104 MINNISINK ROAD · SHORT HILLS, NJ · 07078

Phone

(408) 316-6563

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-02-07

Filed

2023-09-13

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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