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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

MATRIX INSURANCE AGENCY, INC. 401(k) Plan

What public Form 5500 filings show about the MATRIX INSURANCE AGENCY, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$6.6M
Participants
17
Plans on file
1

The MATRIX INSURANCE AGENCY, INC. 401(k) on its latest Form 5500

MATRIX INSURANCE AGENCY, INC. (EIN 58-1775438) reports MATRIX INSURANCE AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $6.6M 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 INSURANCE AGENCY, INC. filing — schedules, fees, and providers.

Who runs the MATRIX INSURANCE AGENCY, INC. 401(k)?

MATRIX INSURANCE AGENCY, 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 INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.

How to check your MATRIX INSURANCE AGENCY, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask MATRIX INSURANCE AGENCY, 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).
More on this employer: MATRIX INSURANCE AGENCY, INC. — all Form 5500 filings (EIN 58-1775438) · Georgia employer EIN lookup · Form 5500 search
MATRIX INSURANCE AGENCY, INC. 401(k) Plan — Form 5500