Jeanne O' Keefe signed The Mathworks, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Mathworks, Inc.'s EIN is 94-2960235.
Download the official 2024 Form 5500 (PDF) for The Mathworks, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Mathworks, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $267K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3638035 |
| — |
| NONE |
| $105K |
| — |
| JOHNSON INVESTMENT COUNSEL INC | 31-1801770 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL FINESSE INC | 94-3333910 | — | NONE | $107K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $39K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $32K | — |
| BDO SEIDMAN LLP | 13-5381590 | — | NONE | $32K | — |
| HERITAGE FINANCIAL SERVICES | 46-4420482 | — | NONE | $13K | — |
| SIGNATURE ESTATE & INVESTMENT | 95-4806910 | — | NONE | $9K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $7K | — |
