# Matrix Planning, INC. DC Plan
Source: https://planprovider.pro/companies/matrix-planning-inc-plan

> Matrix Planning, INC.'s DC plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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