How big is Matrix Business Concepts' plan?

Matrix Business Concepts' plan reported $3.8M in assets and 108 participants for 2024.

Original filing (PDF)20250919122148NAL0002278033001

Matrix Business Concepts

Name: Matrix Business Concepts — Matrix Business Concepts, Form 5500 (2024)
Creator: Matrix Business Concepts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matrix Business Concepts 401(k) Profit Sharing Plan

401(k) retirement plan · Matrix Business Concepts' Matrix Business Concepts 401(k) Profit Sharing Plan held $3.8M in plan assets for 108 participants in 2024.

Active participants

108

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Matrix Business Concepts' EIN is 01-0611119.

EIN 01-0611119

Plan number 001

Plan year 2024

ACK ID 20250919122148NAL0002278033001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matrix Business Concepts from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matrix Business Concepts' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATRIX BUSINESS CONCEPTS.

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score