How big is Mattern Wealth Management LLC's plan?

Mattern Wealth Management LLC's plan reported $467K in assets and 4 participants for 2024.

Original filing (PDF)20250415220804NAL0007029696014

Mattern Wealth Management LLC

Name: Mattern Wealth Management LLC — Mattern Wealth, Form 5500 (2024)
Creator: Mattern Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mattern Wealth Management 401(k) Plan

401(k) retirement plan · Mattern Wealth Management LLC's Mattern Wealth Management 401(k) Plan held $467K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$467K

Net assets (EOY)

$467K

People on this filing

QIAN LIU signed Mattern Wealth Management LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mattern Wealth Management LLC's EIN is 84-1934082.

EIN 84-1934082

Plan number 001

Plan year 2024

ACK ID 20250415220804NAL0007029696014

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mattern Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mattern Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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