Michael Horowitz signed Matrix Providers Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Matrix Providers Inc.'s EIN is 27-2753271.
Download the official 2024 Form 5500 (PDF) for Matrix Providers Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Matrix Providers Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.6M | 18.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $898K | 10.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $811K | 9.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $753K | 8.7% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $555K | 6.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $544K | 6.3% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $512K | 5.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $470K | 5.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $311K | 3.6% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $248K | 2.9% | |
| MFS RESEARCH INTERNATIONAL R6 | Registered Investment Companies | — | — | $198K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $193K | 2.2% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $186K | 2.1% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $183K | 2.1% | |
| FID INTL CAP APPRECIATION K6 | Registered Investment Companies | — | — | $162K | 1.9% | |
| NEUBERGER BERMAN CORE BOND R6 | Registered Investment Companies | — | — | $162K | 1.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $153K | 1.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $151K | 1.7% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $78K | 0.9% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $77K | 0.9% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $63K | 0.7% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $58K | 0.7% | |
| COLUMBIA OVERSEAS VALUE I3 | Registered Investment Companies | — | — | $48K | 0.6% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $42K | 0.5% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $36K | 0.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $35K | 0.4% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $29K | 0.3% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $20K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $19K | 0.2% | |
| EMPOWER MID CAP VALUE INST | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
