Matrix Technologies Profit Sharing & Savings Plan
Sponsored by Matrix Technologies, Inc. · EIN 341315997 · Plan #001
- Total assets
- $80.3M
- Net assets
- $80.3M
- Active participants
- 302
- With balances
- 407
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Everhart Advisor | Investment advisory (plan), Other investment fees and expenses | $76,831 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $57,291 |
| Cliftonlarsonallen Llp | Accounting | $11,550 |