Plan Snapshot
- Plan Sponsor: Matrix Realty INC.
- Sponsor EIN: 223152921
- Sponsor Address: CN4000 FORSGATE DRIVE, CRANBURY, NJ, 08512
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $23.8M
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 | 151 | $23.8M | $368,837 | $876,476 |
| 2023 | 92 | $19.6M | $336,616 | $835,611 |
| 2022 | 93 | $15.2M | $308,887 | $747,800 |
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 |
|---|---|---|---|---|
| COHNREZNICK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHNREZNICK — Auditor
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 | $1,026,441 | — | $3,101 | — | — |
| 2023 | $346,944 | — | $2,554 | — | — |
| 2022 | $2,565 | $1,651 | — | — | — |