# The Mathews Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-mathews-company-llc-401k-plan

> The Mathews Company, LLC's 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Mathews Company, LLC

- **Sponsor EIN:** 621589349

- **Sponsor Address:** 615 THIRD AVENUE SOUTH, SUITE 500, NASHVILLE, TN, 37210

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

- **Total Participants:** 117

- **Total Assets:** $13.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|117|$13.7M|$265,387|$803,816|

| 2023|126|$11.7M|$175,162|$763,207|

| 2022|113|$9.6M|$156,927|$691,455|

## 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|

| LBMC, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$83,400|—|$83,400|—|—|

| 2023|$69,473|—|$69,473|—|—|

| 2022|$65,670|—|$65,670|—|—|

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