# Mathers Tax Services PLLC 401(k) Plan
Source: https://planprovider.pro/companies/mathers-tax-services-pllc-401k-plan

> Mathers Tax Services PLLC's 401(k) plan: 7 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Mathers Tax Services PLLC

- **Sponsor EIN:** 851833603

- **Sponsor Address:** 930 N YORK RD STE 200, HINSDALE, IL, 605212913

- **Plan Type:** 401(k)

- **Total Participants:** 7

- **Total Assets:** $226,597

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|7|$226,597|$26,413|$57,451|

| 2024|6|$108,622|$22,138|$38,765|

| 2023|5|$32,759|$14,915|$17,053|

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