Plan Snapshot
- Plan Sponsor: Matrix Design Group, INC.
- Sponsor EIN: 841515767
- Sponsor Address: 2435 RESEARCH PARKWAY, SUITE 300, COLORADO SPRINGS, CO, 80920
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $17.0M
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 | 210 | $17.0M | $231,134 | $1.6M |
| 2023 | 218 | $14.0M | $196,349 | $1.4M |
| 2022 | 181 | $10.9M | $201,458 | $1.1M |
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 |
|---|---|---|---|---|
| HAYNIE & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYNIE & 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 | $105,831 | $46,235 | $40,428 | — | — |
| 2023 | $86,605 | $39,267 | $33,492 | — | — |
| 2022 | $88,808 | $39,351 | $36,939 | — | $12,518 |