Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MATOVINA & COMPANY
EIN 59-3017109ConstructionLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
7
12443 SAN JOSE BOULEVARD, SUITE 504 - JACKSONVILLE, FL 32223904-993-2857matovina.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 7 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#004
MATOVINA AND COMPANY CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
MATOVINA AND COMPANY 401(K) PLAN
401k
Assets$81K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | MATOVINA AND COMPANY CASH BALANCE PLAN | CashBalance | $1.7M | 3 | 2025 | |
| 005 | MATOVINA AND COMPANY 401(K) PLAN | 401k | $81K | 4 | 2025 |
Retirement plans