AUMdb

Matrix Providers Inc. 401(k) Profit Sharing Plan

Sponsored by Matrix Providers Inc. · EIN 272753271 · Plan #001

Total assets
$8.7M
Net assets
$8.7M
Active participants
523
With balances
509

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $64,586
Global Retirement Partners Recordkeeping, Trustee (institutional), Other services $23,991