How big is Mateo Agency LLC's plan?

Mateo Agency LLC's plan reported $15K in assets and 2 participants for 2024.

Original filing (PDF)20250723133333NAL0008830626001

Mateo Agency LLC

Name: Mateo Agency LLC — The Mateo Agency, Form 5500 (2024)
Creator: Mateo Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Mateo Agency

401(k) retirement plan · Mateo Agency LLC's The Mateo Agency held $15K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

People on this filing

Shirley Horner signed Mateo Agency LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Mateo Agency LLC's EIN is 88-2410175.

EIN 88-2410175

Plan number 001

Plan year 2024

ACK ID 20250723133333NAL0008830626001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mateo Agency LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MATEO AGENCY LLC

EIN

all filings

Address

PO BOX 9031 · LYNDHURST, NJ · 07071

Phone

(347) 210-1710

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

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

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