MATRIX CAPITAL MARKETS GROUP INC PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
51
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
Plan health score
90
/ 100
Grade A
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 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
64
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATRIX CAPITAL MARKETS GROUP, INC..
Plan sponsor
Name
MATRIX CAPITAL MARKETS GROUP, INC.
EIN
54-1533186
Address
800 EAST CANAL STREET, SUITE 850 · RICHMOND, VA · 23219
