Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MATT & ALLEN, LLC
EIN 46-3610488writing and editingLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
13
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 13 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
MATT & ALLEN, LLC RETIREMENT (CASH BALANCE) PLAN
TraditionalDB
Assets$1.4M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MATT & ALLEN PROFIT SHARING 401K PLAN
401k
Assets$1.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MATT & ALLEN, LLC RETIREMENT (CASH BALANCE) PLAN | TraditionalDB | $1.4M | 4 | 2024 | |
| 001 | MATT & ALLEN PROFIT SHARING 401K PLAN | 401k | $1.4M | 9 | 2024 |
Retirement plans