What public Form 5500 filings show about the Matrix Insurance Agency, Inc. 401(k) plan — and how to find and check your own account.
Matrix Insurance Agency, Inc. (EIN 58-1775438) reports MATRIX INSURANCE AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $4.6M 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.
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.
