Plan Snapshot
- Plan Sponsor: Matrix Adhesives Group, LLC
- Sponsor EIN: 871342450
- Sponsor Address: 550 POLARIS PARKWAY,, WESTERVILLE, OH, 43082
- Plan Type: 401(k)
- Total Participants: 240
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 240 | $3.8M | $345,623 | $585,487 |
| 2023 | 250 | $2.8M | $215,414 | $524,262 |
| 2022 | 196 | $1.6M | $200,657 | $328,299 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WESSEL & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WESSEL & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,145 | — | $2,145 | — | — |
| 2023 | $2,798 | $1,828 | $970 | — | — |
| 2022 | $6,116 | $4,831 | $1,285 | — | — |