Department of Labor filing

THE MATHER GROUP, LLC

THE MATHER GROUP 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Aug 19, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

51filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$5,506

Reported employer contributions per active participant.

Higher than about 51% of comparable plans

#People in the filing

176

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$118 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 50% of comparable plans

↗Investment performance

Not available

Plan assets changed 41.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202451out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions51st percentileTypical peer $5,330 · based on 410 comparable plans

Lower reported administrative expense50th percentileTypical peer $118 · based on 398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, THE MATHER GROUP, LLC reported $969,034 in employer contributions across the plan and 176 active participants. That works out to $5,506 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy84%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 24.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 1318.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context51/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $969,034
Participant contributions: $2,448,302
Other contributions: $818,431
Employer share of reported contributions: 28.4%
Beginning assets: $11,246,650
Ending assets: $15,853,938
Ending net assets: $15,853,938
Ending liabilities: $0
Total income: $6,097,977
Total expenses: $1,490,689
Administrative expenses: $22,803
Participant loans: $192,161

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$7,271

2023

$5,224

2024

$5,506

Plan-paid administrative expenses per participant

2022

2023

$28

2024

$118

Active participants

2022

147

2023

163

2024

176

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5,506	176	15.9M	20250819101517NAL0001080083001
2023	$5,224	163	11.2M	20241009141129NAL0010705555001
2022	$7,271	147	7.7M	20231017012411NAL0039303697001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 472381165-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 2011
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3B3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250819101517NAL0001080083001

Data sourceDOL Form 5500 bulk data ↗

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