Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAN-MATT & ASSOCIATES, INC.
EIN 52-2108010Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 10 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
DAN-MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$4.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAN-MATT & ASSOCIATES, INC. 401(K) PLAN
401k
Assets$1.4M
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 | |
|---|---|---|---|---|---|---|
| 001 | DAN-MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | TraditionalDB | $4.8M | 5 | 2025 | |
| 002 | DAN-MATT & ASSOCIATES, INC. 401(K) PLAN | 401k | $1.4M | 5 | 2025 |
Retirement plans