Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
THE MATHER GROUP, LLC
EIN 47-0908782marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
39
278 CEDAR LANE SE #4178 - VIENNA, VA 22180703-623-4490themathergroupllc.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 39 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
THE MATHER GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.1M
Participants21
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
THE MATHER GROUP CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants18
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 | THE MATHER GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.1M | 21 | 2025 | |
| 001 | THE MATHER GROUP CASH BALANCE PLAN | CashBalance | $1.1M | 18 | 2025 |
Retirement plans