MATRIX HUMAN SERVICES 401(k) Plan
What public Form 5500 filings show about the MATRIX HUMAN SERVICES 401(k) plan — and how to find and check your own account.
The MATRIX HUMAN SERVICES 401(k) on its latest Form 5500
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.
Who runs the MATRIX HUMAN SERVICES 401(k)?
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.
How to check your MATRIX HUMAN SERVICES 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask MATRIX HUMAN SERVICES 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).