Plan Snapshot
- Plan Sponsor: Matrix Imaging Solutions, LLC
- Sponsor EIN: 320577532
- Sponsor Address: 6341 INDUCON DR E, SANBORN, NY, 14132
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $6.3M
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 | 161 | $6.3M | $283,600 | $658,086 |
| 2023 | 139 | $4.8M | $241,387 | $586,261 |
| 2022 | 102 | $3.5M | $150,738 | $380,700 |
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 |
|---|---|---|---|---|
| BRITT AND COMPANY CPA LLC | Auditor | — | — | $0 |
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 | $55,139 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |