How big is Matrix MKTG LLC's plan?

Matrix MKTG LLC's plan reported $239K in assets and 8 participants for 2024.

Original filing (PDF)20250823175409NAL0011082496001

Matrix MKTG LLC

Name: Matrix MKTG LLC — Matrix MKTG LLC 401(k) Plan, Form 5500 (2024)
Creator: Matrix MKTG LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matrix MKTG LLC 401(k) Plan

401(k) retirement plan · Matrix MKTG LLC's Matrix MKTG LLC 401(k) Plan held $239K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$239K

Net assets (EOY)

$239K

People on this filing

Heather Stewart signed Matrix MKTG LLC's 2024 Form 5500 as plan administrator.

Heather Stewart — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Matrix MKTG LLC's EIN is 85-2123630.

EIN 85-2123630

Plan number 001

Plan year 2024

ACK ID 20250823175409NAL0011082496001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matrix MKTG LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matrix MKTG LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATRIX MKTG LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score