How big is Matrix Holdings, LLC's plan?

Matrix Holdings, LLC's plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20250530154638NAL0015719472001

Matrix Holdings, LLC

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

Form 5500-SF

FILING_RECEIVED

Matrix Holdings, LLC 401(k) Plan

401(k) retirement plan · Matrix Holdings, LLC's Matrix Holdings, LLC 401(k) Plan held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

TARA Evans, for TAG Resources signed Matrix Holdings, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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 Holdings, LLC's EIN is 80-0578130.

EIN 80-0578130

Plan number 001

Plan year 2024

ACK ID 20250530154638NAL0015719472001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Matrix Holdings, 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 HOLDINGS, 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