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  2. Matson Money, Inc.

Filings through Oct 24, 2026.

Matson Money, Inc.

EIN 31-1334658-investment management-Latest filing 2025
Plans
1
Retirement
1
$17.5M assets
Health & Benefits
0
Participants
102
5955 DEERFIELD BOULEVARD - MASON, OH 45040513-204-8000matsonmoney.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$17.5M - 102 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

MATSON MONEY, INC. SAVINGS & RETIREMENT PLAN

401(k)

Assets$17.5M
Participants102
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MATSON MONEY, INC. SAVINGS & RETIREMENT PLAN401(k)$17.5M1022025
  • MATSON MONEY, INC. SAVINGS & RETIREMENT PLAN$17.5M
    #001 · 401(k) · 2025102
Retirement plans
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