Matrix Service Company 401(k) Savings Plan
Sponsored by Matrix Service Company · EIN 731352174 · Plan #001
- Total assets
- $216M
- Net assets
- $216M
- Active participants
- 1,851
- With balances
- 1,524
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $239,911 |
| Bok Financial | Investment advisory (plan), Investment management fees (indirect) | $70,000 |
| Charles Schwabtrust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $32,165 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |