How big is Brian Matteoni Real Estate Group's plan?

Brian Matteoni Real Estate Group's plan reported $1.4M in assets and 1 participants for 2024.

Original filing (PDF)20250917154859NAL0000669217001

Brian Matteoni Real Estate Group

Name: Brian Matteoni Real Estate Group — Brian Matteoni, Form 5500 (2024)
Creator: Brian Matteoni Real Estate Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian Matteoni Real Estate Group Cash Balance Plan

Defined-benefit pension plan · Brian Matteoni Real Estate Group's Brian Matteoni Real Estate Group Cash Balance Plan held $1.4M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Brian Matteoni signed Brian Matteoni Real Estate Group's 2024 Form 5500 as plan administrator.

Brian Matteoni — 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

Brian Matteoni Real Estate Group's EIN is 84-3661257.

EIN 84-3661257

Plan number 001

Plan year 2024

ACK ID 20250917154859NAL0000669217001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brian Matteoni Real Estate Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brian Matteoni Real Estate Group's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIAN MATTEONI REAL ESTATE GROUP.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score