Back to filter
Original filing (PDF)20250429154755NAL0001446210002
MATRIX, LLC
Form 5500-SF
FILING_RECEIVED
MATRIX, LLC 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
18
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATRIX, LLC.
Plan sponsor
Name
MATRIX, LLC
EIN
63-1239787
Address
644 SOUTH PERRY · MONTGOMERY, AL · 361045820
Phone
(334) 262-5478
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-29
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
QUALIGENCE INC.
QUALIGENCE, INC. 401(K) SAVINGS PLAN
$3.0M · 33 participants
RAYS TRANSPORTATION INC
RAYS TRANSPORTATION INC 401(K) PROFIT SHARING PLAN & TRUST
$3.0M · 32 participants
COMBINED LAW ENFORCEMENT ASSOC. OF TEXAS, INC.
CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST)
$3.0M · 4,223 participants
BUSINESS TALENT GROUP LLC
BUSINESS TALENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
$3.0M · 63 participants
SC COASTAL CONSERVATION LEAGUE, LLC
SC COASTAL CONSERVATION LEAGUE 403(B) PLAN
$3.0M · 42 participants
SC COASTAL CONSERVATION LEAGUE, LLC
SC COASTAL CONSERVATION LEAGUE 403(B) PLAN
$3.0M · 42 participants
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants