# The Mathworks, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-mathworks-inc-401k-plan

> The Mathworks, INC.'s 401(k) plan: 3,799 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Mathworks, INC.

- **Sponsor EIN:** 942960235

- **Sponsor Address:** 3 APPLE HILL DRIVE, NATICK, MA, 01760

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

- **Total Participants:** 3,799

- **Total Assets:** $1.8B

## 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|3,799|$1.8B|$41.6M|$76.9M|

| 2023|3,903|$1.5B|$37.9M|$71.9M|

| 2022|3,660|$1.2B|$32.9M|$61.8M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$266,746|—|$266,746|

| FINANCIAL FINESSE INC|NONE|$107,010|—|$107,010|

| ROCATON INVESTMENT ADVISORS LLC|NONE|$105,484|—|$105,484|

| FISHER INVESTMENTS|NONE|$38,885|—|$38,885|

| CHARLES SCHWAB & CO., INC.|NONE|$32,461|—|$32,461|

| BDO SEIDMAN LLP|NONE|$32,400|—|$32,400|

| HERITAGE FINANCIAL SERVICES|NONE|$13,482|—|$13,482|

| JOHNSON INVESTMENT COUNSEL INC|NONE|$9,647|—|$9,647|

| SIGNATURE ESTATE & INVESTMENT|NONE|$8,633|—|$8,633|

| CREATIVE PLANNING LLC|NONE|$7,327|—|$7,327|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BDO SEIDMAN LLP](https://planprovider.pro/provider/bdo-usa-pc) — NONE

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $622,075

- **Estimated Expense Ratio:** 0.035% 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|$644,701|$345,605|—|$32,390|—|

| 2023|$543,396|$243,543|$39,422|—|—|

| 2022|$519,441|$269,249|—|—|$12,000|

## Similar Plans

- [Oasis Systems, LLC](https://planprovider.pro/companies/oasis-systems-llc-401k-plan) — 2,793 participants

- [Ptc INC.](https://planprovider.pro/companies/ptc-inc-401k-plan) — 2,450 participants

- [Aspentech Corporation](https://planprovider.pro/companies/aspentech-corporation-401k-plan) — 1,759 participants

- [Computacenter United States INC.](https://planprovider.pro/companies/computacenter-united-states-inc-401k-plan) — 1,608 participants

- [Rapid7 LLC](https://planprovider.pro/companies/rapid7-llc-401k-plan) — 1,250 participants

- [Healthedge Software, INC](https://planprovider.pro/companies/healthedge-software-inc-plan-001) — 1,250 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-mathworks-inc-401k-plan)

© 2026 PlanProvider.Pro