What public Form 5500 filings show about the Matrix Human Services 401(k) plan — and how to find and check your own account.
Matrix Human Services (EIN 38-1358015) reports MATRIX HUMAN SERVICES TAX SHELTERED ANNUITY PLAN on its most recent Form 5500, with $4.0M in plan assets across 434 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 Human Services filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Matrix Human Services 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SECURE ASSET MANAGEMENT, BASIC BENEFITS, MORNINGSTAR INVESTMENT MANAGEMENT L, MAP RETIREMENT.
