Plan Snapshot
- Plan Sponsor: Matrix Planning, INC.
- Sponsor EIN: 954044407
- Sponsor Address: 3015 MAIN ST., STE 403, SANTA MONICA, CA, 90405
- Plan Type: DC
- Total Participants: 3
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3 | $1.5M | $39,309 | $0 |
| 2023 | 3 | $1.2M | $26,721 | $0 |
| 2022 | 3 | $964,513 | $0 | $0 |