Matrix Capital Markets Group, Inc. 401(k) Plan

The Matrix Capital Markets Group, Inc. 401(k) on its latest Form 5500

Matrix Capital Markets Group, Inc. (EIN 54-1533186) reports MATRIX CAPITAL MARKETS GROUP INC PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $13.8M in plan assets across 30 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Matrix Capital Markets Group, Inc. filing — schedules, fees, and providers.

Who runs the Matrix Capital Markets Group, Inc. 401(k)?

Matrix Capital Markets Group, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Matrix Capital Markets Group, Inc.HR for the recordkeeper’s name and login.

How to check your Matrix Capital Markets Group, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Matrix Capital Markets Group, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).