Helen RAND signed Matter Management Enterprise, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Matter Management Enterprise, LLC's EIN is 84-2254556.
Download the official 2024 Form 5500 (PDF) for Matter Management Enterprise, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Matter Management Enterprise, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $9K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Mutual Funds | — | — | $183K | 17.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Mutual Funds | — | — | $142K | 13.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Mutual Funds | — | — | $130K | 12.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $117K | 11.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $111K | 10.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Mutual Funds | — | — | $69K | 6.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Mutual Funds | — | — | $66K | 6.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Mutual Funds | — | — | $54K | 5.2% | |
| Vanguard Equity Income Adm Vanguard 0 6 Vanguard Target Retirement 2065 Fund Vanguard 0 | Mutual Funds | — | — | $42K | 4.0% | |
| American Funds American Balanced R6 American Funds 0 213 Vanguard Short-Term Invest Grade Adm Vanguard 0 56 T. Rowe Price Growth Stock I T. Rowe Price 0 | Mutual Funds | — | — | $39K | 3.7% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $29K | 2.8% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $23K | 2.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | Mutual Funds | — | — | $18K | 1.7% | |
| VANGUARD RETIREMENT SAVINGS TRUST V VANGUARD RST FUNDS · EIN 23-2186884 / PN 011 | Common Collective Trust | — | — | $15K | 1.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $3K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | Mutual Funds | — | — | $3K | 0.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | Mutual Funds | — | — | $2K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
