Timothy Lewis signed Matrix Tool Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Matrix Tool Inc.'s EIN is 25-1259371.
Download the official 2023 Form 5500 (PDF) for Matrix Tool Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Matrix Tool Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $2.4M | 26.6% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $1.8M | 19.8% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $1.0M | 11.4% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $816K | 9.2% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $764K | 8.6% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $283K | 3.2% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $278K | 3.1% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $243K | 2.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $221K | 2.5% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $164K | 1.9% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $122K | 1.4% | |
| JP Morgan Government Bond Fund 312 T. Rowe Price Dividend Growth Fund | U.S. Treasuries | — | — | $100K | 1.1% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $92K | 1.0% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $87K | 1.0% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $78K | 0.9% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $71K | 0.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $68K | 0.8% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $51K | 0.6% | |
| BNY Mellon Small/Mid Cap Growth Fund | Other securities | — | — | $47K | 0.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $41K | 0.5% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $32K | 0.4% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $31K | 0.4% | |
| Participants maturing through September 2029 | Other securities | — | — | $28K | 0.3% | |
| Fidelity Global ex US Index Fund | Common Collective Trusts | — | — | $18K | 0.2% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $17K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund 36 * Fidelity International Capital Appreciation Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| Columbia Emerging Markets Fund | Other securities | — | — | $4K | <0.1% | |
| Cohen & Steers Realty Shares | Other securities | — | — | $4K | <0.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
