# Matson, INC. DB Plan
Source: https://planprovider.pro/companies/matson-inc-plan-014

> Matson, INC.'s DB plan: 753 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Matson, INC.

- **Sponsor EIN:** 990032630

- **Sponsor Address:** 2121 N. CALIFORNIA BLVD, WALNUT CREEK, CA, 94596

- **Plan Type:** DB

- **Total Participants:** 753

- **Total Assets:** $242.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|753|$242.3M|$2.3M|$0|

| 2023|729|$231.3M|$3.4M|$0|

| 2022|660|$215.4M|$9.0M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| THE LONDON COMPANY|INVESTMENT MANAGER|$192,784|—|$192,784|

| ANCHOR CAPITAL|INVESTMENT MANAGER|$172,155|—|$172,155|

| MORGAN STANLEY|INVESTMENT MANAGER|$161,207|—|$161,207|

| CAMBRIA INVESTORS, LLC|INVESTMENT MANAGER|$118,844|—|$118,844|

| ALLSPRING GLOBAL INVESTMENT, LLC|INVESTMENT MANAGER|$113,561|—|$113,561|

| OAKHURST CAPITAL MANAGEMENT, LLC|INVESTMENT MANAGER|$84,733|—|$84,733|

| BOYD WATTERSON ASSET MANAGEMENT|ASSET MANAGER|$48,977|—|$48,977|

| SCHARF INVESTMENTS, LLC|INVESTMENT MANAGER|$43,938|—|$43,938|

| J.P. MORGAN INVESTMENT MANAGER|INVESTMENT MANAGER|$25,902|—|$25,902|

| PBMARES|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT MANAGER

- [J.P. MORGAN INVESTMENT MANAGER](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT MANAGER

- [PBMARES](https://planprovider.pro/provider/pbmares-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $962,101

- **Estimated Expense Ratio:** 0.397% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,718,033|$962,101|—|—|—|

| 2023|$1,678,273|$863,433|—|—|—|

| 2022|$782,492|—|—|—|$782,492|

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