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401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS — 401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS ALBUS-KEEFE & ASSOCIATES, INC., Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20231009064325NAL0025843137001
401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS
Form 5500-SF
FILING_RECEIVED
401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS ALBUS-KEEFE & ASSOCIATES, INC.
401(k) retirement plan
Active participants
22
Accounts w/ balance
18
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS
.
Find decision makers
Plan sponsor
Name
401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS
EIN
82-3081474
Address
701 WESTCHESTER AVENUE, SUITE 320E · WHITE PLAINS, NY · 10604
Phone
(714) 630-1626
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(800) 782-3473
Plan characteristics
Plan number
009
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-09
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)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
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