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

Capital Matrix, Inc.'s plan reported $3.0M in assets and 11 participants for 2025.

Original filing (PDF)20260302161819NAL0002068448001

Capital Matrix, Inc.

Name: Capital Matrix, Inc. — Capital Matrix, Inc. 401(k), Form 5500 (2025)
Creator: Capital Matrix, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Matrix, Inc. 401(k) Plan

401(k) retirement plan · Capital Matrix, Inc.'s Capital Matrix, Inc. 401(k) Plan held $3.0M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

ANN Munroe signed Capital Matrix, Inc.'s 2025 Form 5500 as plan administrator.

ANN Munroe — 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

Capital Matrix, Inc.'s EIN is 82-0383661.

EIN 82-0383661

Plan number 001

Plan year 2025

ACK ID 20260302161819NAL0002068448001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Capital Matrix, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL MATRIX, INC..

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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