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

Matrix Software, Inc.'s plan reported $3.2M in assets and 17 participants for 2024.

Original filing (PDF)20250401122912NAL0013914338001

Matrix Software, Inc.

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

Form 5500-SF

FILING_RECEIVED

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

401(k) retirement plan · Matrix Software, Inc.'s Matrix Software, Inc. 401(k) Profit Sharing Plan held $3.2M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Halley Mosley signed Matrix Software, Inc.'s 2024 Form 5500 as plan administrator.

Halley Mosley — 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 Software, Inc.'s EIN is 74-3057199.

EIN 74-3057199

Plan number 001

Plan year 2024

ACK ID 20250401122912NAL0013914338001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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