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MATHESON FINANCIAL ADVISORS, INC.

EIN 20-0431875-investment banking-Latest filing 2024
Plans
1
Retirement
1
$3.7M assets
Welfare
0
Participants
13
1451 DOLLEY MADISON BLVD, SUITE 220 - MCLEAN, VA 22101703-760-9125mathesonadvisors.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$3.7M - 13 part

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Retirement#001

MATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$3.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MATHESON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN401k$3.7M132024
Retirement plans
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