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MTI CALIFORNIA, INC. — MATRIX TECHNOLOGIES 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230530112316NAL0025547040001
MTI CALIFORNIA, INC.
Form 5500-SF
FILING_RECEIVED
MATRIX TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
16
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MTI CALIFORNIA, INC.
.
Find decision makers
Plan sponsor
Name
MTI CALIFORNIA, INC.
EIN
68-0394327
Address
2890 N. MAIN STREET · SUITE 300 · WALNUT CREEK, CA · 94597
Phone
(925) 937-1500
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-05-30
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
H.J. CANNON GROUP, INC. 401(K) PLAN
$1.3M · 5 participants
G2 CONSULTING ENGINEERS, INC.
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
