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 an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENT | — | TAMPA, FL | INVESTMENT/CUSTODIAL FEE | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MENKE AND ASSOCIATES | 94-2349093 | — | TPA | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Integrity Wealth Cash and equivalents | Cash / Money Market | — | — | $2.5M | 11.4% | |
| Fidelity Fixed income securities | Mutual Funds | — | — | $887K | 4.1% | |
| Fidelity Stocks, options and ETFs | Mutual Funds | — | — | $792K | 3.6% | |
| Wells Fargo Cash and equivalents | Cash / Money Market | — | — | $60K | 0.3% | |
| Fidelity Cash and equivalents | Mutual Funds | — | — | $36K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIGGS KOFFORD | — | COLORADO SPRINGS, CO | AUDITORS | $13K | — |
