MATRIX EQUITIES, INC. 401(k) Plan
What public Form 5500 filings show about the MATRIX EQUITIES, INC. 401(k) plan — and how to find and check your own account.
The MATRIX EQUITIES, INC. 401(k) on its latest Form 5500
MATRIX EQUITIES, INC. (EIN 46-3908558) reports MATRIX EQUITIES 401K PLAN on its most recent Form 5500, with $851K in plan assets across 17 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 EQUITIES, INC. filing — schedules, fees, and providers.
Who runs the MATRIX EQUITIES, INC. 401(k)?
MATRIX EQUITIES, 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 EQUITIES, INC.HR for the recordkeeper’s name and login.
How to check your MATRIX EQUITIES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MATRIX EQUITIES, 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).