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Original filing (PDF)20251009150601NAL0004023187001
MATRIX DESIGN GROUP, INC.
Form 5500
FILING_RECEIVED
MATRIX DESIGN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
80% in single holding80% employer stockNo recordkeeper disclosed
Active participants
173
Accounts w/ balance
269
Plan assets (EOY)
$21.7M
Net assets (EOY)
$21.7M
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "or similar party par or maturity value Cost value * Matrix Design Group, Inc. 34,046 shares of common stock" is 80% of plan.
- 80% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATRIX DESIGN GROUP, INC..
Plan sponsor
Name
MATRIX DESIGN GROUP, INC.
EIN
84-1515767
Address
2435 RESEARCH PARKWAY, SUITE 300 · COLORADO SPRINGS, CO · 80920
Phone
(719) 575-0100
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
MATRIX DESIGN GROUP, INC.
EIN
84-1515767
City
COLORADO SPRINGS, CO
Phone
(719) 575-0100
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BIGGS KOFFORD, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENT | — | TAMPA, FL | INVESTMENT/CUSTODIAL FEE | $29K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MENKE AND ASSOCIATES | 94-2349093 | — | TPA | $31K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIGGS KOFFORD | — | COLORADO SPRINGS, CO | AUDITORS | $13K | — |
Investments
6 direct securities· $21.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| similar party par or maturity value Cost value * Matrix Design Group, Inc. 34,046 shares of common stock | — | — | $7.5M | $17.2M | 79.0% | |
| Integrity Wealth Cash and equivalents | — | — | — | $2.5M | 11.4% | |
| Fidelity Fixed income securities | — | — | — | $887K | 4.1% | |
| Fidelity Stocks, options and ETFs | — | — | — | $792K | 3.6% | |
| Wells Fargo Cash and equivalents | — | — | — | $60K | 0.3% | |
| Fidelity Cash and equivalents | — | — | — | $36K | 0.2% |
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