# Matrix Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/matrix-technologies-inc-401k-plan

> Matrix Technologies, INC.'s 401(k) plan: 302 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Matrix Technologies, INC.

- **Sponsor EIN:** 341315997

- **Sponsor Address:** 1760 INDIAN WOOD CIRCLE, MAUMEE, OH, 43537

- **Plan Type:** 401(k)

- **Total Participants:** 302

- **Total Assets:** $80.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|302|$80.3M|$1.7M|$3.5M|

| 2023|308|$66.2M|$1.7M|$3.4M|

| 2022|287|$55.9M|$1.6M|$3.1M|

## 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|

| EVERHART ADVISOR|RETAINED BY EMPLOYER|$76,831|—|$76,831|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$57,291|—|$57,291|

| CLIFTONLARSONALLEN LLP|RETAINED BY EMPLOYER|$11,550|—|$11,550|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — RETAINED BY EMPLOYER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $145,672

- **Estimated Expense Ratio:** 0.181% 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|$145,672|$76,831|$57,291|$11,550|—|

| 2023|$129,037|$71,151|$47,086|$10,800|—|

| 2022|$113,099|$62,492|$44,607|—|$6,000|

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