Original filing (PDF)20250514125802NAL0018820577001

MATHIS LAW 401(K) PLAN

Name: MATHIS LAW 401(K) PLAN — Form 5500 (2024)
Creator: MATHIS LAW 401(K) PLAN

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATHIS LAW 401(K) PLAN.

Plan sponsor

Name

MATHIS LAW 401(K) PLAN

EIN

83-0894644

Address

515 EAST LOS OLAS BLVD. · SUITE 120 · FORT LAUDERDALE, FL · 33301

Phone

(863) 224-3198

Industry

Law Offices· Professional & Technical 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

2025-05-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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