Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Donald Austin Matheson PLC
EIN 86-0944357Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$480K assets
Welfare
0
Participants
8
9290 E THOMPSON PEAK PKWY, #148 - SCOTTSDALE, AZ 85255602-694-2800
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $480K assets / 8 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
DONALD AUSTIN MATHESON PLC CASH BALANCE PLAN
Cash balance
Assets$458K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DONALD AUSTIN MATHESON PLLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$21K
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 | |
|---|---|---|---|---|---|---|
| 001 | DONALD AUSTIN MATHESON PLC CASH BALANCE PLAN | Cash balance | $458K | 4 | 2025 | |
| 002 | DONALD AUSTIN MATHESON PLLC 401(K) PROFIT SHARING PLAN | 401(k) | $21K | 4 | 2025 |
Retirement plans