# Matrix Design Group, INC. DC Plan
Source: https://planprovider.pro/companies/matrix-design-group-inc-plan-002

> Matrix Design Group, INC.'s DC plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Matrix Design Group, INC.

- **Sponsor EIN:** 841515767

- **Sponsor Address:** 2435 RESEARCH PARKWAY, SUITE 300, COLORADO SPRINGS, CO, 80920

- **Plan Type:** DC

- **Total Participants:** 173

- **Total Assets:** $21.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|173|$21.7M|$1.0M|$0|

| 2023|155|$19.3M|$1.0M|$0|

| 2022|117|$17.6M|$1.0M|$0|

## 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|

| MENKE AND ASSOCIATES|TPA|$30,674|—|$30,674|

| FIDELITY INVESTMENT|INVESTMENT/CUSTODIAL FEE|$29,238|—|$29,238|

| BIGGS KOFFORD|AUDITORS|$13,000|—|$13,000|

| BIGGS KOFFORD, P.C.|Auditor|$13,000|—|$13,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BIGGS KOFFORD, P.C.](https://planprovider.pro/provider/biggskofford-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $85,912

- **Estimated Expense Ratio:** 0.396% of plan assets

### 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|$78,514|—|—|$13,000|—|

| 2023|$71,908|—|—|$11,750|—|

| 2022|$59,680|—|—|—|$59,593|

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