MATRIX WEALTH MANAGEMENT, INC. 401(k) Plan
What public Form 5500 filings show about the MATRIX WEALTH MANAGEMENT, INC. 401(k) plan — and how to find and check your own account.
The MATRIX WEALTH MANAGEMENT, INC. 401(k) on its latest Form 5500
MATRIX WEALTH MANAGEMENT, INC. (EIN 20-4903965) reports MATRIX WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $316K in plan assets across 3 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 WEALTH MANAGEMENT, INC. filing — schedules, fees, and providers.
Who runs the MATRIX WEALTH MANAGEMENT, INC. 401(k)?
MATRIX WEALTH MANAGEMENT, 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 WEALTH MANAGEMENT, INC.HR for the recordkeeper’s name and login.
How to check your MATRIX WEALTH MANAGEMENT, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MATRIX WEALTH MANAGEMENT, 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).