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Original filing (PDF)20251011052259NAL0008352593001
MATRIX SCIENCES INTERNATIONAL IN
Form 5500
FILING_RECEIVED
MATRIX SCIENCES INTERNATIONAL INC. 401(K) PLAN
401(k) retirement plan
Active participants
261
Accounts w/ balance
219
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATRIX SCIENCES INTERNATIONAL IN.
Plan sponsor
Name
MATRIX SCIENCES INTERNATIONAL IN
EIN
82-1120776
Address
1061 FEEHANVILLE DRIVE · MT. PROSPECT, IL · 60056
Phone
(312) 667-7312
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $26K | — |
Investments
22 direct securities · 1 pooled fund· $8.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$8.0M
22 holdings
Common Collective Trust
$148K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM BLEND 2060 K6 | Registered Investment Companies | — | — | $959K | 11.7% | |
| FIDELITY FREEDOM BLEND 2050 K6 | Registered Investment Companies | — | — | $840K | 10.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $805K | 9.8% | |
| FIDELITY FREEDOM BLEND 2055 K6 | Registered Investment Companies | — | — | $800K | 9.8% | |
| FIDELITY FREEDOM BLEND 2035 K6 | Registered Investment Companies | — | — | $777K | 9.5% | |
| FIDELITY FREEDOM BLEND 2045 K6 | Registered Investment Companies | — | — | $685K | 8.4% | |
| FIDELITY FREEDOM BLEND 2030 K6 | Registered Investment Companies | — | — | $653K | 8.0% | |
| FIDELITY FREEDOM BLEND 2040 K6 | Registered Investment Companies | — | — | $555K | 6.8% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $296K | 3.6% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $281K | 3.4% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $226K | 2.8% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $206K | 2.5% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $206K | 2.5% | |
| FIDELITY FREEDOM BLEND 2025 K6 | Registered Investment Companies | — | — | $176K | 2.1% | |
| JOHN HANCOCK STABLE VALUE I6 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $148K | 1.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $141K | 1.7% | |
| FIDELITY FREEDOM BLEND 2065 K6 | Registered Investment Companies | — | — | $122K | 1.5% | |
| PGIM JENNISON SM CO R6 | Registered Investment Companies | — | — | $109K | 1.3% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $78K | 0.9% | |
| H&W SML CAP DIV VAL I | Registered Investment Companies | — | — | $47K | 0.6% | |
| FIDELITY FREEDOM BLEND 2010 K6 | Registered Investment Companies | — | — | $24K | 0.3% | |
| FIDELITY FREEDOM BLEND 2015 K6 | Registered Investment Companies | — | — | $23K | 0.3% | |
| FIDELITY FREEDOM BLEND 2020 K6 | Registered Investment Companies | — | — | $8K | <0.1% |
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