# Matrix Human Services 403(b) Plan
Source: https://planprovider.pro/companies/matrix-human-services-403b-plan

> Matrix Human Services's 403(b) plan: 434 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Matrix Human Services

- **Sponsor EIN:** 381358015

- **Sponsor Address:** 1400 WOODBRIDGE ST., DETROIT, MI, 48207

- **Plan Type:** 403(b)

- **Total Participants:** 434

- **Total Assets:** $4.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|434|$4.0M|$0|$382,730|

| 2023|419|$3.6M|$0|$333,298|

| 2022|477|$3.0M|$960|$311,320|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$29,895|—|$29,895|

| SECURE ASSET MANAGEMENT|INVESTMENT ADVISORY|$12,817|—|$12,817|

| MAP RETIREMENT|CONTRACT ADMINISTRATOR|$4,800|$5,734|$10,534|

| ALAN C YOUNG AND ASSOCIATES PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALAN C YOUNG AND ASSOCIATES PC](https://planprovider.pro/provider/alan-c-young-and-associates) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,246

- **Estimated Expense Ratio:** 1.338% 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|$47,512|$12,817|$34,695|—|—|

| 2023|$37,557|$6,655|$30,902|—|—|

| 2022|$32,725|—|$32,725|—|—|

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