Original filing (PDF)20260513082632NAL0014979314001

Matrix MKTG LLC

Name: Matrix MKTG LLC — Matrix MKTG LLC Cash Balance Plan, Form 5500 (2025)
Creator: Matrix MKTG LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matrix MKTG LLC Cash Balance Plan

Defined-benefit pension plan · Matrix MKTG LLC's Matrix MKTG LLC Cash Balance Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Heather Stewart signed Matrix MKTG LLC's 2025 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 002

Plan year 2025

ACK ID 20260513082632NAL0014979314001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Matrix MKTG LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Matrix MKTG LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score