# The Matthews Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-matthews-group-inc-401k-plan

> The Matthews Group, INC.'s 401(k) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Matthews Group, INC.

- **Sponsor EIN:** 541659669

- **Sponsor Address:** P.O. BOX 2099, PURCELLVILLE, VA, 20134

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

- **Total Participants:** 134

- **Total Assets:** $12.2M

## 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|134|$12.2M|$323,405|$957,002|

| 2023|125|$10.3M|$281,122|$830,212|

| 2022|109|$8.0M|$231,635|$684,404|

## 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|

| UPDEGROVE, MCDANIEL, MCMULLEN, CHIC|Auditor|—|—|$0|

## 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|$39,632|—|—|—|—|

| 2023|$20,886|—|—|—|—|

| 2022|$38,327|—|—|—|—|

## Similar Plans

- [Eagle Construction Of Va, LLC](https://planprovider.pro/companies/eagle-construction-of-va-llc-401k-plan) — 124 participants

- [Ahp Holding, INC.](https://planprovider.pro/companies/ahp-holding-inc-401k-plan) — 146 participants

- [Forsythe, INC.](https://planprovider.pro/companies/forsythe-inc-401k-plan-001) — 148 participants

- [Compu Dynamics, LLC](https://planprovider.pro/companies/compu-dynamics-llc-plan) — 158 participants

- [Kbs, INC.](https://planprovider.pro/companies/kbs-inc-401k-plan-001-8617) — 108 participants

- [Pillar Group Holdings, INC.](https://planprovider.pro/companies/pillar-group-holdings-inc-plan) — 160 participants

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

© 2026 PlanProvider.Pro