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Original filing (PDF)20250919161152NAL0001136387001
MATT CONSTRUCTION CORPORATION
Form 5500
FILING_RECEIVED
MATT CONSTRUCTION 401(K) PLAN
401(k) retirement plan
Active participants
136
Accounts w/ balance
216
Plan assets (EOY)
$53.9M
Net assets (EOY)
$53.9M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATT CONSTRUCTION CORPORATION.
Plan sponsor
Name
MATT CONSTRUCTION CORPORATION
EIN
95-4334160
Address
9814 NORWALK BLVD SUITE 100 · SANTA FE SPRINGS, CA · 90670
Phone
(562) 903-2277
Industry
Constructionsee all
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
2025-09-19
Pension benefit codes
2E · Profit-sharing
2S · Automatic enrollment
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2G · Total participant-directed accounts
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$3K | — |
Investments
23 direct securities · 1 pooled fund· $53.9M(100% of reported assets)
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.
Uncategorized
$49.2M
23 holdings
Common Collective Trust
$4.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NYLI Winslow Large Cap Growth Class I Registered Investment Company | — | — | — | $9.2M | 17.1% | |
| Vanguard 500 Index Fund Admiral Shares Registered Investment Company | — | — | — | $6.0M | 11.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Registered Investment Company | — | — | — | $5.7M | 10.5% | |
| GALLIARD MGD INC D WELLS FARGO BANK, N.A. · EIN 52-2250949 / PN 001 | Common Collective Trust | — | — | $4.7M | 8.8% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | — | — | — | $4.0M | 7.4% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $3.7M | 6.8% | |
| Harbor Small Cap Growth Fund Institutional Class Registered Investment Company | — | — | — | $2.8M | 5.2% | |
| Allspring Core Bond Fund - Institutional Class Registered Investment Company | — | — | — | $2.8M | 5.2% | |
| MFS Value Fund Class R4 Registered Investment Company | — | — | — | $2.4M | 4.5% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $2.4M | 4.4% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $2.0M | 3.7% | |
| American Funds EuroPacific Growth Fund Class R-5 Registered Investment Company | — | — | — | $1.2M | 2.1% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $1.1M | 2.1% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | — | — | — | $1.0M | 1.9% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $936K | 1.7% | |
| Dodge & Cox International Stock Fund Class I Registered Investment Company | — | — | — | $806K | 1.5% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | — | — | — | $703K | 1.3% | |
| Victory Integrity Small-Cap Value Fund Class Y Registered Investment Company | — | — | — | $642K | 1.2% | |
| Vanguard Target Retirement Income Fund Registered Investment Company | — | — | — | $534K | 1.0% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $518K | 1.0% | |
| maturing through December 2029 0 | — | — | — | $319K | 0.6% | |
| GQG Partners Emerging Markets Equity Inst Registered Investment Company | — | — | — | $292K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | — | — | — | $150K | 0.3% | |
| BlackRock Strategic Global Bond Fund, Inc. Institutional Shares Registered Investment Company | — | — | — | $96K | 0.2% |
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