How big is Matrix Capital Management Co., LP's plan?

Matrix Capital Management Co., LP's plan reported $13.6M in assets and 18 participants for 2024.

Original filing (PDF)20250812130555NAL0004340019001

Matrix Capital Management Co., LP

Name: Matrix Capital Management Co., LP — Matrix Capital, Form 5500 (2024)
Creator: Matrix Capital Management Co., LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matrix Capital Management COMP. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Matrix Capital Management Co., LP's Matrix Capital Management COMP. 401(k) Profit Sharing Plan & Trust held $13.6M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

People on this filing

Christopher Johnson signed Matrix Capital Management Co., LP's 2024 Form 5500 as plan administrator.

Christopher Johnson — 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 Capital Management Co., LP's EIN is 81-3945620.

EIN 81-3945620

Plan number 001

Plan year 2024

ACK ID 20250812130555NAL0004340019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matrix Capital Management Co., LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matrix Capital Management Co., LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 CAPITAL MANAGEMENT CO., LP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

MATRIX CAPITAL MANAGEMENT CO., LP

EIN

all filings

Address

3 PLEASANT STREET · SUITE 400 · PORTSMOUTH, NH · 03801

Phone

(603) 956-9143

Industry

Finance & Insurance

Plan administrator