Plan Snapshot
- Plan Sponsor: Matrix Metals LLC
- Sponsor EIN: 421518416
- Sponsor Address: 9330 WEST AIRPORT BLVD., HOUSTON, TX, 77031
- Plan Type: DB
- Total Participants: 0
- Total Assets: $16.4M
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 | 0 | $16.4M | $0 | $0 |
| 2023 | 0 | $15.7M | $0 | $0 |
| 2022 | 0 | $14.5M | $0 | $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 |
|---|---|---|---|---|
| CHEIRON, INC. | NONE | $62,466 | — | $62,466 |
| COMERICA | NONE | $18,851 | — | $18,851 |
| UHY LLP | NONE | $15,281 | — | $15,281 |
| THE BERWYN GROUP INC | NONE | $6,577 | — | $6,577 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,175
- Estimated Expense Ratio: 0.628% 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 | $147,110 | — | $6,577 | $15,281 | — |
| 2023 | $119,558 | — | — | $7,380 | — |
| 2022 | $191,960 | — | — | — | $72,376 |