Plan Snapshot
- Plan Sponsor: Matrix Service Company
- Sponsor EIN: 731352174
- Sponsor Address: 15 EAST 5TH STREET, TULSA, OK, 74103
- Plan Type: 401(k)
- Total Participants: 1,851
- Total Assets: $215.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,851 | $215.7M | $4.9M | $10.9M |
| 2023 | 1,930 | $199.2M | $5.1M | $11.4M |
| 2022 | 2,111 | $172.0M | $5.3M | $11.5M |
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 |
|---|---|---|---|---|
| HOGAN TAYLOR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGAN TAYLOR LLP — 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 | $342,418 | $70,000 | — | — | — |
| 2023 | $289,478 | $70,000 | — | — | — |
| 2022 | $326,007 | — | — | — | $326,007 |