How big is Matrix Financial, LLC's plan?

Matrix Financial, LLC's plan reported $7.5M in assets and 13 participants for 2024.

Original filing (PDF)20250428143656NAL0008088739001

Matrix Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Matrix Financial, LLC Employee Savings Plan

401(k) retirement plan · Matrix Financial, LLC's Matrix Financial, LLC Employee Savings Plan held $7.5M in plan assets for 13 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

Plan identifiers

Matrix Financial, LLC's EIN is 04-3486433.

EIN 04-3486433

Plan number 001

Plan year 2024

ACK ID 20250428143656NAL0008088739001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Matrix Financial, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score