How big is Matalon Management Group, LLC's plan?

Matalon Management Group, LLC's plan reported $1.0M in assets and 57 participants for 2024.

Original filing (PDF)20250729160129NAL0004246448001

Matalon Management Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Matalon Management Group, LLC 401(k) Plan

401(k) retirement plan · Matalon Management Group, LLC's Matalon Management Group, LLC 401(k) Plan held $1.0M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

CHAD Carroll signed Matalon Management Group, LLC's 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

Matalon Management Group, LLC's EIN is 93-2965488.

EIN 93-2965488

Plan number 001

Plan year 2024

ACK ID 20250729160129NAL0004246448001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Matalon Management Group, LLC's plan includes 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 MATALON MANAGEMENT GROUP, 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