Mathematica Group Holding 401(k) match, vesting and fees
What Mathematica Group Holding's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Retirement Plan Svcs | Schedule C ↗ |
| Independent auditor | Baker Tilly US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Mathematica Group Holding: employer contribution per participant | $2,545 | |
| Peer median | $2,556 |
| Mathematica Group Holding: average balance | $201,292 | |
| Peer median | $100,166 |
| Mathematica Group Holding: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $399M at the end of plan year 2021 to $477M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,372 | $477M | $6M | $2,545 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 2,378 | $425M | $10.9M | $4,599 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 2,225 | $348M | $9.4M | $4,220 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 1,988 | $399M | $7.5M | $3,790 | 0.03% | Not published | Form 5500 ↗ |
Other Mathematica Group Holding plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mathematica Group Holding Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Baker Tilly (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Mathematica Group Holding match 401(k) contributions?
The match terms for the Mathematica Group Holding Inc. Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $6M in employer contributions, about $2,545 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mathematica Group Holding 401(k) match vested?
The vesting schedule for the Mathematica Group Holding Inc. Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mathematica Group Holding 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Retirement Plan Svcs. The plan administrator is Mathematica Group Holding Inc..
I left Mathematica Group Holding. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mathematica Group Holding Inc., (609) 799-3535) or the recordkeeper, John Hancock Retirement Plan Svcs. The Mathematica Group Holding old 401(k) page lists the contacts from every plan filing. Find an old Mathematica Group Holding 401(k)
Data from the public Form 5500 annual reports Mathematica Group Holding filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Mathematica Group Holding. Not financial advice. Report a correction · Methodology