Original filing (PDF)20250522192051NAL0009069010001

BRUCE MATSON COMPANY, INC.

Name: BRUCE MATSON COMPANY, INC. — BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BRUCE MATSON COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRUCE MATSON COMPANY, INC..

Plan sponsor

Name

BRUCE MATSON COMPANY, INC.

EIN

99-0162337

Address

1144 10TH AVENUE · SUITE 400 · HONOLULU, HI · 96816

Phone

(808) 735-0254

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-05-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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