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  2. Mattson Financial Services

Filings through Oct 24, 2026.

Mattson Financial Services

EIN 74-2623285-financial services-Latest filing 2025
Plans
1
Retirement
1
$19.2M assets
Health & Benefits
0
Participants
13
5400 BOSQUE BOULEVARD, SUITE 453 - WACO, TX 76710254-772-6383mattsonfinancialservices.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$19.2M - 13 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

MATTSON FINANCIAL SERVICES 401(K) PLAN

401(k)

Assets$19.2M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MATTSON FINANCIAL SERVICES 401(K) PLAN401(k)$19.2M132025
  • MATTSON FINANCIAL SERVICES 401(K) PLAN$19.2M
    #001 · 401(k) · 202513
Retirement plans
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