Carisa Cipoletti signed Matrix Design Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Matrix Design Group, Inc.'s EIN is 84-1515767.
Download the official 2024 Form 5500 (PDF) for Matrix Design Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Matrix Design Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO. | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET 2025 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.7M | 10.2% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 9.5% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 9.1% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 8.6% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 8.5% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 7.6% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 7.4% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 6.8% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 6.1% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $981K | 5.8% | |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $876K | 5.2% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $342K | 2.0% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $312K | 1.8% | |
| PUTNAM SMALL CAP GROWTH FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $306K | 1.8% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $238K | 1.4% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $183K | 1.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $165K | 1.0% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $128K | 0.8% | |
| JPMORGAN CORE BOND FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $117K | 0.7% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $111K | 0.7% | |
| Notes Receivable from Participants, 5.25% - 10.5% -0- | Bonds / Notes | — | — | $109K | 0.6% | |
| PUTNAM LARGE CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $76K | 0.4% | |
| COHEN & STEERS REAL ESTATE JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61K | 0.4% | |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $60K | 0.4% | |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $31K | 0.2% | |
| COLUMBIA OVERSEAS VALUE FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $31K | 0.2% | |
| AMERICAN CENTURY HERITAGE JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| JPMORGAN GLOBAL BOND OPPS JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $303 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
