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Original filing (PDF)20251015164120NAL0005446753001
MATRIX METALS LLC
Form 5500
FILING_RECEIVED
MATRIX METALS LLC EMPLOYEE PENSION PLAN
Defined-benefit pension plan
Signals · 1
82% in single holding
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- Top holding "[DFE: INVESCO TREASURY INSTITUTIONAL FUND (no filing on disk)]" is 82% of plan.
- 63 bps in Schedule C fees — 116% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATRIX METALS LLC.
Plan sponsor
Name
MATRIX METALS LLC
EIN
42-1518416
Address
9330 WEST AIRPORT BLVD. · SUITE 180 · HOUSTON, TX · 77031
Phone
(281) 633-4263
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHEIRON, INC. | 13-4215617 | — | NONE | $62K | — |
| COMERICA | 42-1741646 | — | NONE | $19K | — |
| UHY LLP | 20-0694403 | — | NONE | $15K | — |
| THE BERWYN GROUP INC | 82-4722389 | — | NONE | $7K | — |
Investments
2 pooled funds· $3.0M(19% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESCO TREASURY INSTITUTIONAL FUND INVESCO · EIN 98-0557567 / PN 001 | Common Collective Trust | — | — | $2.5M | 15.2% | |
| COMERICA SHORT TERM FUND COMERICA BANK · EIN 38-2217511 / PN 001 | Common Collective Trust | — | — | $544K | 3.3% |
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