Waqar KHAN signed Matrix Behavior Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Matrix Behavior Solutions, LLC's EIN is 82-5397126.
Download the official 2024 Form 5500 (PDF) for Matrix Behavior Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Matrix Behavior Solutions, LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock LifePath Index 2055 Fund Mutual fund | Other securities | — | — | $378K | 23.4% | |
| Blackrock LifePath Index 2050 Fund Mutual fund | Other securities | — | — | $259K | 16.0% | |
| Blackrock LifePath Index 2060 Fund Mutual fund | Other securities | — | — | $241K | 14.9% | |
| Blackrock LifePath Index 2045 Fund Mutual fund | Other securities | — | — | $175K | 10.8% | |
| Blackrock LifePath Index 2035 Fund Mutual fund | Other securities | — | — | $144K | 8.9% | |
| Blackrock LifePath Index 2040 Fund Mutual fund | Other securities | — | — | $93K | 5.8% | |
| Blackrock LifePath Index 2065 Fund Mutual fund | Other securities | — | — | $91K | 5.6% | |
| Voya Small Cap Growth Fund Mutual fund ** 238 * Notes Receivable from Participants Interest rates of 6.50% - 9.50% -0- | Bonds / Notes | — | — | $73K | 4.5% | |
| American Funds New World Fund Mutual fund ** 710 Blackrock LifePath Index 2030 Fund Mutual fund | Mutual Funds | — | — | $68K | 4.2% | |
| Blackrock LifePath Index Retirement Fund Mutual fund | Other securities | — | — | $53K | 3.3% | |
| Fidelity Mid Cap Index Fund Mutual fund ** 363 * Fidelity Small Cap Index Fund Mutual fund ** 359 * Fidelity Total Market Index Fund Mutual fund | Common Collective Trusts | — | — | $18K | 1.1% | |
| Cohen & Steers Institutional Realty Shares Fund Mutual fund ** 830 * Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $9K | 0.5% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual fund ** 80 * Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $5K | 0.3% | |
| Fidelity US Bond Index Fund Mutual fund ** 727 Gabelli US Treasury Money Market Fund Mutual fund | U.S. Treasuries | — | — | $2K | 0.1% | |
| Fidelity Large Cap Growth Fund Mutual fund | Mutual Funds | — | — | $2K | 0.1% | |
| MFS International Equity Fund Mutual fund ** 471 PIMCO RAE US Small Fund Mutual fund ** 885 Principal MidCap Fund Mutual fund ** 95 Putnam Large Cap Value Fund Mutual fund | Mutual Funds | — | — | $2K | 0.1% | |
| American Funds Bond Fund of America Mutual fund | 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.
