Retirement plan

MATARAZZO BROS LLC 401(K) PLAN

Name: MATARAZZO BROS, LLC - MATARAZZO BROS LLC 401(K) PLAN (2025) Form 5500
Creator: MATARAZZO BROS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MATARAZZO BROS LLC 401(K) PLAN, MATARAZZO BROS, LLC

MATARAZZO BROS, LLCEIN 47-1668974Plan #001PY 2025

113-116 NEW ENGLAND PRODUCE CENTER - CHELSEA, MA 02150617-889-0516tonytomato.comLinkedIn1-10 employeesfood production

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.6M

+18.7% from 2024

Total participants

+17.0% from 2024

Average account balance

$72,823

+13.9% from 2024

Annual return

14.19%

+4.86 pp from 2024

Benchmarks

See 3,711 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort3,711 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.57M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$73K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

111.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$353K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.19%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4427

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$217K

$4930 / participant

Other / not subdivided$217K100.0%

% of EOY assets

6.079%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$72,823

$114,712-36.5%

$173,730-58.1%

$87,485-16.8%

Participation rate

86.4%

73.0%+13.4pp

79.6%+6.8pp

68.9%+17.4pp

Annual return

14.19%

20.18%-6.0pp

19.96%-5.8pp

26.06%-11.9pp

Employer contribution / active EE

$1,869

$2,904-35.6%

$4,577-59.2%

$2,596-28.0%

Participant deferral / active EE

$6,155

$4,642+32.6%

$6,326-2.7%

$4,274+44.0%

Admin fee / account holder

$4,427

$10,210-56.6%

$17,523-74.7%

$7,775-43.1%

MATARAZZO BROS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MATARAZZO BROS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion