# Matthews International Corporation 401(k) Plan
Source: https://planprovider.pro/companies/matthews-international-corporation-401k-plan-002

> Matthews International Corporation's 401(k) plan: 3,932 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Matthews International Corporation

- **Sponsor EIN:** 250644320

- **Sponsor Address:** TWO NORTHSHORE CENTER, PITTSBURGH, PA, 15212

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

- **Total Participants:** 3,932

- **Total Assets:** $353.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2024|3,932|$353.4M|$10.0M|$20.9M|

| 2023|4,253|$457.7M|$10.3M|$21.2M|

| 2022|4,190|$390.8M|$9.5M|$20.3M|

## 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|

| GOFF BACKA ALFERA & COMPANY LLC|Auditor|$9,643|—|$9,643|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,643

- **Estimated Expense Ratio:** 0.003% 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|$607,850|$160,730|—|$9,643|—|

| 2023|$449,425|$72,399|—|—|—|

| 2022|$432,892|$45,797|$295,646|—|$9,300|

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