How big is Matis Associates, LLC's plan?

Matis Associates, LLC's plan reported $75K in assets and 3 participants for 2024.

Original filing (PDF)20250409100151NAL0022053521001

Matis Associates, LLC

Name: Matis Associates, LLC — Matis Associates, LLC 401(k), Form 5500 (2024)
Creator: Matis Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matis Associates, LLC 401(k) Plan

401(k) retirement plan · Matis Associates, LLC's Matis Associates, LLC 401(k) Plan held $75K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

People on this filing

Allen Matis signed Matis Associates, LLC's 2024 Form 5500 as plan administrator.

Allen Matis — 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

Matis Associates, LLC's EIN is 87-1595587.

EIN 87-1595587

Plan number 001

Plan year 2024

ACK ID 20250409100151NAL0022053521001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matis Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matis Associates, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATIS ASSOCIATES, 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