Assets by plan
Share of aggregate retirement assets
86%top
Sponsor portfolio
STEPHEN MATTHEWS
EIN 43-1154886accountingLatest filing 2024
Plans
2
Retirement
2
$317K assets
Welfare
0
Participants
4
514 EARTH CITY PLZ STE 131 - EARTH CITY, MO 630451303mathiascpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $317K assets / 4 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#001
HAVERSTOCK GARRETT & ROBERTS PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$274K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
HAVERSTOCK GARRETT & ROBERTS MONEY PURCHASE PLAN & TRUST
MoneyPurchase
Assets$43K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HAVERSTOCK GARRETT & ROBERTS PROFIT SHARING PLAN & TRUST | ProfitSharing | $274K | 2 | 2024 | |
| 002 | HAVERSTOCK GARRETT & ROBERTS MONEY PURCHASE PLAN & TRUST | MoneyPurchase | $43K | 2 | 2024 |
Retirement plans