MATTHEWS & MATTHEWS INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
15
Accounts w/ balance
12
Plan assets (EOY)
$125K
Net assets (EOY)
$125K
Plan health score
81
/ 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
32
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATTHEWS & MATTHEWS INC.
Plan sponsor
Name
MATTHEWS & MATTHEWS INC
EIN
84-1636994
Address
12536 SANFORD ST · BAILEY, NC · 27807
Phone
(252) 235-3131
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Supermarkets & Other Grocery Stores plans
