Sponsor portfolio
JOEL D. MATTHEWS, MBA, CHFC(R), CRPC(R), CLU(R), APMA(R), AWMA(R)
EIN 16-1662004Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$8.3M assets
Welfare
0
Participants
6
4137 BOARDMAN-CANFIELD RD., 109 - CANFIELD, OH 44406866-748-3854
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOEL D. MATTHEWS 401(K) PROFIT SHARING PLAN | 401k | $8.3M | 6 | 2025 |
Retirement plans