How big is Matrix Wealth Management, Inc.'s plan?

Matrix Wealth Management, Inc.'s plan reported $442K in assets and 3 participants for 2025.

Original filing (PDF)20260416191916NAL0018584801001

Matrix Wealth Management, Inc.

Name: Matrix Wealth Management, Inc. — Matrix Wealth, Form 5500 (2025)
Creator: Matrix Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matrix Wealth Management, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Matrix Wealth Management, Inc.'s Matrix Wealth Management, Inc. 401(k) Profit Sharing Plan held $442K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$442K

Net assets (EOY)

$442K

Plan identifiers

Matrix Wealth Management, Inc.'s EIN is 20-4903965.

EIN 20-4903965

Plan number 001

Plan year 2025

ACK ID 20260416191916NAL0018584801001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Matrix Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Matrix Wealth Management, Inc.'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 WEALTH MANAGEMENT, INC..

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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