How big is Matrix USA's plan?

Matrix USA's plan reported $202K in assets and 41 participants for 2024.

Original filing (PDF)20251013140152NAL0003166194001

Matrix USA

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

Form 5500-SF

FILING_RECEIVED

Matrix USA, Inc. 401(k) Plan

401(k) retirement plan · Matrix USA's Matrix USA, Inc. 401(k) Plan held $202K in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

People on this filing

Sharon Nilson signed Matrix USA's 2024 Form 5500 as plan administrator.

Sharon Nilson — 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 USA's EIN is 98-0456436.

EIN 98-0456436

Plan number 001

Plan year 2024

ACK ID 20251013140152NAL0003166194001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Matrix USA's plan includes 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 USA.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MATRIX USA

EIN

all filings

Address

2730 S. MAIN STREET · SANTA ANA, CA · 92707

Phone

(714) 825-0404

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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