Plans listing this provider
17
0.03% of the 56,420 plans with Schedule H financials; 23 in 2023
Providers › Matrix Financial Solutions, Inc.
Matrix Financial Solutions, Inc.
- Service provider, as named on Schedule C
- EIN 201591048
- Plan year 2024
- Direct compensation reported $46,535
Assets of those plans
$2,829,011,740
0.04% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$46,535
18% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 62 | Float revenue | 12 |
| 28 | Investment management | 11 |
| 18 | Custodial (other than securities) | 10 |
| 50 | Direct payment from the plan | 10 |
| 59 | Shareholder servicing fees | 10 |
| 21 | Trustee (bank, trust company or similar) | 8 |
| 25 | Trustee (directed) | 6 |
| 19 | Custodial (securities) | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Mutual of Omaha 401k Retirement Savings Plan | Mutual of Omaha Insurance | $1,017,450,258 | 7,166 | $0 |
| Retirement Plan for Michigan Credit Union Employees 401(k) Savings Plan | Michigan Credit Union League | $996,270,847 | 14,816 | $0 |
| Mutual of Omaha 401k Long-term Savings Plan | Mutual of Omaha Insurance | $515,928,507 | 1,866 | $0 |
| L & H Company, Inc. 401(k) Profit Sharing Plan and Trust | L & H | $84,855,266 | 346 | $0 |
| First Bank and Trust Company Employee Stock Ownership and Savings Plan | First Bank and Trust | $44,073,002 | 488 | $0 |
| Campbell Scientific, Inc. 401(k) Profit Sharing Plan | Campbell Scientific | $38,703,470 | 495 | $16,702 |
| Developmental Disabilities Resource Center, Inc. 401(k) Retirement Plan | Developmental Disabilities Resource Center | $24,544,712 | 289 | $0 |
| Precision Cabinets 401(k) Planrecordkeeper | PCT Enterprises | $22,773,068 | 321 | $24,364 |
| Frontier Holdings, LLC 401(k) Retirement Plan | Frontier Holdings | $19,422,270 | 146 | $0 |
| Geoprobe Systems 401(k) Plan | Kejr | $18,877,850 | 223 | $0 |
| John H. Firmage, Inc. 401(k) Plan | John H. Firmage | $14,611,438 | 156 | $0 |
| Industrial Supply Company, Inc. 401(k) Plan | Industrial Supply | $14,282,868 | 233 | $0 |
| Stephens and Smith Construction 401(k) Plan | Stephens and Smith Construction | $13,113,087 | 223 | $0 |
| Ram Industries 401(k) Plan | Ram Industries Acquisitions | $3,068,491 | 118 | $5,469 |
| San Gabriel Transit & Affiliates 401(k) Retirement Plan | San Gabriel Transit | $1,036,606 | 49 | $0 |
| Weber Management, Inc. 401(k) Plan | Weber Management | $0 | 0 | $0 |
| Inside Real Estate 401(k) Plan | Insidere | $0 | 0 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.