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

Matrix Wealth Management, Inc.'s plan reported $361K in assets and 2 participants for 2024.

Original filing (PDF)20250924171009NAL0009504883001

Matrix Wealth Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Matrix Wealth Management, Inc. Defined Benefit Plan

Defined-benefit pension plan · Matrix Wealth Management, Inc.'s Matrix Wealth Management, Inc. Defined Benefit Plan held $361K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$361K

Net assets (EOY)

$361K

Plan identifiers

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

EIN 20-4903965

Plan number 002

Plan year 2024

ACK ID 20250924171009NAL0009504883001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Matrix Wealth Management, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score