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Original filing (PDF)20251015101142NAL0002221987001
MATRIX NEW WORLD ENGINEERING, LAND SURVEYING, AND LANDSCAPE ARCHITECTU
Form 5500
FILING_RECEIVED
MATRIX NEW WORLD ENGINEERING, LAND SURVEYING AND LANDSCAPE ARCHITECTURE, P.C. 401K PLAN
401(k) retirement plan
Active participants
148
Accounts w/ balance
235
Plan assets (EOY)
$25.9M
Net assets (EOY)
$25.9M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 57% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATRIX NEW WORLD ENGINEERING, LAND SURVEYING, AND LANDSCAPE ARCHITECTU.
Plan sponsor
Name
MATRIX NEW WORLD ENGINEERING, LAND SURVEYING, AND LANDSCAPE ARCHITECTU
EIN
22-3057511
Address
26 COLUMBIA TURNPIKE · FLORHAM PARK, NJ · 07932
Phone
(973) 240-1800
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV | — | IRVINE, CA | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $70K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ESSEX RETIREMENT SERVICES LLC | 83-3379823 | PINE BROOK, NJ | CONTRACT ADMIN | $28K | — |
Investments
33 direct securities· $25.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2040 TG FD R6 | — | — | — | $3.4M | 13.0% | |
| American Funds American Funds 2035 TG FD R6 | — | — | — | $3.1M | 12.0% | |
| American Funds American Funds 2045 TG FD R6 | — | — | — | $3.0M | 11.6% | |
| American Funds American Funds 2030 TG FD R6 | — | — | — | $2.4M | 9.4% | |
| American Funds American Funds 2025 TG FD R6 | — | — | — | $2.0M | 7.9% | |
| American Funds American Funds 2050 TG FD R6 | — | — | — | $1.6M | 6.0% | |
| Vanguard Total Stock Mark Index Adm | — | — | — | $1.6M | 6.0% | |
| American Funds American Funds 2055 TG FD R6 | — | — | — | $1.6M | 6.0% | |
| Vanguard Large Cap Index Adm | — | — | — | $1.0M | 3.9% | |
| American Funds American Funds 2060 TG FD R6 | — | — | — | $909K | 3.5% | |
| T. Rowe Price Blue Chip Growth I | — | — | — | $653K | 2.5% | |
| American Funds American Funds 2020 TG FD R6 | — | — | — | $651K | 2.5% | |
| Vanguard Small Cap Index Fund Adm | — | — | — | $568K | 2.2% | |
| American Funds US Govet Money Market R6 | — | — | — | $401K | 1.5% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $390K | 1.5% | |
| American Funds American Funds 2065 TG FD R6 | — | — | — | $316K | 1.2% | |
| Vanguard Mid Cap Index Adm | — | — | — | $265K | 1.0% | |
| American Funds American Balanced R6 | — | — | — | $245K | 0.9% | |
| American Funds New Perspective R6 | — | — | — | $200K | 0.8% | |
| Participants Participant Loans Rates from 4.50% to 10.50% - | — | — | — | $197K | 0.8% | |
| American Funds Bond Fund of Amer R6 | — | — | — | $189K | 0.7% | |
| Vanguard Short-Term Bond Index Adm | — | — | — | $168K | 0.6% | |
| American Funds Fundamental Investors R6 | — | — | — | $138K | 0.5% | |
| American Funds Europacific GR R6 | — | — | — | $136K | 0.5% | |
| American Funds American HI Inc TR R6 | — | — | — | $125K | 0.5% | |
| American Funds US Government SEC R6 | — | — | — | $114K | 0.4% | |
| Vanguard Total World Stock Index Adm | — | — | — | $104K | 0.4% | |
| American Funds Capital World G/I R6 | — | — | — | $92K | 0.4% | |
| DFA Real Estate Securities I | — | — | — | $66K | 0.3% | |
| American Funds Washington Mutual R6 | — | — | — | $59K | 0.2% | |
| American Funds American Funds 2010 TG FD R6 | — | — | — | $41K | 0.2% | |
| American Funds American Funds 2015 TG FD R6 | — | — | — | $13K | <0.1% | |
| American Funds American Mutual R6 | — | — | — | $8K | <0.1% |
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