Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MATTOS & ASSOCIATES, LLC
EIN 35-2277050constructionLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
29
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 29 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
MATTOS & ASSOCIATES, LLC CASH BALANCE PLAN
CashBalance
Assets$4.5M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MATTOS & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$168K
Participants5
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 | MATTOS & ASSOCIATES, LLC CASH BALANCE PLAN | CashBalance | $4.5M | 24 | 2024 | |
| 003 | MATTOS & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | 401k | $168K | 5 | 2024 |
Retirement plans