How big is Matrix Research, Inc.'s plan?

Matrix Research, Inc.'s plan reported $30.8M in assets and 91 participants for 2024.

Original filing (PDF)20250829170727NAL0011470625001

Matrix Research, Inc.

Name: Matrix Research, Inc. — Matrix Research, Inc. 401(k), Form 5500 (2024)
Creator: Matrix Research, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matrix Research, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Matrix Research, Inc.'s Matrix Research, Inc. 401(k) Profit Sharing Plan held $30.8M in plan assets for 91 participants in 2024.

Active participants

Accounts w/ balance

117

Plan assets (EOY)

$30.8M

Net assets (EOY)

$30.8M

People on this filing

Jim LUTZ signed Matrix Research, Inc.'s 2024 Form 5500 as plan administrator.

Jim LUTZ — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Matrix Research, Inc.'s EIN is 54-2186986.

EIN 54-2186986

Plan number 001

Plan year 2024

ACK ID 20250829170727NAL0011470625001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matrix Research, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matrix Research, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATRIX RESEARCH, INC..

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Plan health score

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

Vendor & structure

100

Helping the score