How big is Matrix Global Advisors, LLC's plan?

Matrix Global Advisors, LLC's plan reported $1.7M in assets and 3 participants for 2025.

Original filing (PDF)20260506115100NAL0001446851001

Matrix Global Advisors, LLC

Name: Matrix Global Advisors, LLC — Matrix Global, Form 5500 (2025)
Creator: Matrix Global Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matrix Global Advisors, LLC 401(k) P/S Plan

401(k) retirement plan · Matrix Global Advisors, LLC's Matrix Global Advisors, LLC 401(k) P/S Plan held $1.7M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Sharyn Pilotti signed Matrix Global Advisors, LLC's 2025 Form 5500 as plan administrator.

Sharyn Pilotti — 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 Global Advisors, LLC's EIN is 56-2635474.

EIN 56-2635474

Plan number 001

Plan year 2025

ACK ID 20260506115100NAL0001446851001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Matrix Global Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Matrix Global Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 GLOBAL ADVISORS, LLC.

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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