Marcus Bowie signed MTX Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MTX Group, Inc.'s EIN is 82-4828973.
Download the official 2024 Form 5500 (PDF) for MTX Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MTX Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCOTT POWERS | 36-4291970 | ROLLING MEADOWS, IL | ADVISOR | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 29 Matrix Trust Company Vanguard Total Stock Market | Mutual Funds | — | — | $4.5M | 40.9% | |
| 28 Matrix Trust Company Vanguard Total International Stock | Mutual Funds | — | — | $2.6M | 23.7% | |
| 26 Matrix Trust Company Vanguard Total Bond Market | Mutual Funds | — | — | $1.1M | 10.1% | |
| 20 Matrix Trust Company Vanguard Real Estate | Mutual Funds | — | — | $713K | 6.5% | |
| 10 Matrix Trust Company Vanguard 500 Index | Common Collective Trusts | — | — | $638K | 5.9% | |
| 27 Matrix Trust Company Vanguard Total International Bond | Mutual Funds | — | — | $496K | 4.6% | |
| 14 Matrix Trust Company Vanguard Growth | Mutual Funds | — | — | $122K | 1.1% | |
| 1 *Matrix Trust Company Cash | Cash / Money Market | — | — | $119K | 1.1% | |
| 19 Matrix Trust Company Vanguard Mid Cap | Mutual Funds | — | — | $87K | 0.8% | |
| 24 Matrix Trust Company Vanguard Small Cap | Mutual Funds | — | — | $66K | 0.6% | |
| 17 Matrix Trust Company Vanguard Mid-Cap Growth | Mutual Funds | — | — | $57K | 0.5% | |
| Matrix Trust Company BANC Master Deposit Account | Common Stocks | — | — | $56K | 0.5% | |
| Notes Receivable from Participants Maturing at various times through 2029 -0- | Other securities | — | — | $53K | 0.5% | |
| 30 Matrix Trust Company Vanguard Value Index | Mutual Funds | — | — | $46K | 0.4% | |
| 13 Matrix Trust Company Vanguard FTSR Social | Mutual Funds | — | — | $40K | 0.4% | |
| 23 Matrix Trust Company Vanguard Small Cap Growth | Mutual Funds | — | — | $35K | 0.3% | |
| 15 Matrix Trust Company Vanguard Intermediate-Term Bond | Mutual Funds | — | — | $34K | 0.3% | |
| 22 Matrix Trust Company Vanguard Short-Term Inflation Protection | Mutual Funds | — | — | $31K | 0.3% | |
| 9 Matrix Trust Company Nuveen Large Cap Responsible Equity | Mutual Funds | — | — | $27K | 0.2% | |
| 25 Matrix Trust Company Vanguard Small Cap Value | Mutual Funds | — | — | $27K | 0.2% | |
| 18 Matrix Trust Company Vanguard Mid-Cap Value | Mutual Funds | — | — | $23K | 0.2% | |
| 12 Matrix Trust Company Vanguard Emerging Markets Stock | Mutual Funds | — | — | $21K | 0.2% | |
| 3 Matrix Trust Company DFA Emerging Markets Small Cap | Mutual Funds | — | — | $17K | 0.2% | |
| 11 Matrix Trust Company Vanguard Developed Markets | Mutual Funds | — | — | $13K | 0.1% | |
| 4 Matrix Trust Company DFA Emerging Markets Value | Mutual Funds | — | — | $8K | <0.1% | |
| 8 Matrix Trust Company Nuveen Core Impact Bond | U.S. Treasuries | — | — | $6K | <0.1% | |
| 5 Matrix Trust Company DFA Global Real Estate Securities | Mutual Funds | — | — | $6K | <0.1% | |
| 6 Matrix Trust Company DFA International Small Company | Mutual Funds | — | — | $4K | <0.1% | |
| 7 Matrix Trust Company Nuveen International Value | Mutual Funds | — | — | $4K | <0.1% | |
| 21 Matrix Trust Company Vanguard Short-Term Bond | Mutual Funds | — | — | $2K | <0.1% | |
| 16 Matrix Trust Company Vanguard Long-Term Bond | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
