# Matt Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/matt-industries-inc-401k-plan

> Matt Industries, INC.'s 401(k) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Matt Industries, INC.

- **Sponsor EIN:** 141621837

- **Sponsor Address:** 6761 THOMPSON ROAD NORTH, SYRACUSE, NY, 13211

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

- **Total Participants:** 204

- **Total Assets:** $14.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2024|204|$14.1M|$78,388|$600,903|

| 2023|195|$12.5M|$80,711|$614,791|

| 2022|208|$11.1M|$81,399|$561,366|

## 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|

| STRATEGIC FINANCIAL SERVICES|ADVISOR|$38,344|—|$38,344|

| FIDELITY INVESTMENTS INST'L OPS CO|RECORDKEEPER|$29,293|—|$29,293|

| BOWERS & COMPANY CPAS PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INST'L OPS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BOWERS & COMPANY CPAS PLLC](https://planprovider.pro/provider/bowers-and-company-cpas-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $67,637

- **Estimated Expense Ratio:** 0.479% 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|$67,637|$38,344|—|—|—|

| 2023|$62,543|$34,183|—|—|—|

| 2022|$65,570|—|—|—|—|

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