Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETERSON AND MATZ, INC.
EIN 38-1903141environmental servicesLatest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
16
133 W. MAIN ST., STE. 231 - NORTHVILLE, MI 48168248-476-3204petersonandmatz.comLinkedIn1-10 employeesenvironmental services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 16 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
PETERSON AND MATZ, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$4.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PETERSON AND MATZ, INC. CASH BALANCE PLAN
CashBalance
Assets$1.2M
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 | PETERSON AND MATZ, INC. PROFIT SHARING PLAN | ProfitSharing | $4.3M | 8 | 2025 | |
| 003 | PETERSON AND MATZ, INC. CASH BALANCE PLAN | CashBalance | $1.2M | 8 | 2024 |
Retirement plans