Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MATHEWS & MATHEWS CO., L.P.A.
EIN 31-0994513Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$887K assets
Welfare
0
Participants
12
9109 MONTGOMERY RD. - CINCINNATI, OH 45242513-351-1525
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $887K assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MATHEWS AND MATHEWS CO, LPA CASH BALANCE PLAN
CashBalance
Assets$761K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MATHEWS & MATHEWS CO., L.P.A. 401(K) PLAN
401k
Assets$125K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MATHEWS AND MATHEWS CO, LPA CASH BALANCE PLAN | CashBalance | $761K | 4 | 2024 | |
| 001 | MATHEWS & MATHEWS CO., L.P.A. 401(K) PLAN | 401k | $125K | 8 | 2025 |
Retirement plans