Plans listing this provider
486
0.86% of the 56,420 plans with Schedule H financials; 497 in 2023
Providers › Matrix Trust Company
Matrix Trust Company
- Service provider, as named on Schedule C
- EIN 753182674
- Plan year 2024
- Direct compensation reported $4,383,698
Assets of those plans
$41,839,288,813
0.54% of all Schedule H plan assets
Plans where it is the recordkeeper
32
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$4,383,698
40% 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 |
|---|---|---|
| 19 | Custodial (securities) | 434 |
| 62 | Float revenue | 373 |
| 25 | Trustee (directed) | 324 |
| 21 | Trustee (bank, trust company or similar) | 318 |
| 50 | Direct payment from the plan | 157 |
| 18 | Custodial (other than securities) | 63 |
| 37 | Participant loan processing | 59 |
| 49 | Other services | 42 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Gundersen Lutheran Employees' Retirement Plan | Gundersen Lutheran Administrative Services | $2,871,898,387 | 11,187 | $0 |
| Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan | Board of Trustees of Smart Sheet Metal Workers Local 104 SUP Pension | $1,288,976,820 | 9,367 | $195,349 |
| Pillsbury Winthrop Shaw Pittman LLP Retirement Savings Plan No. 1 | Pillsbury Winthrop Shaw Pittman | $1,163,440,121 | 2,275 | $0 |
| Paul Hastings LLP Defined Contribution Retirement Plan | Paul Hastings | $1,087,520,311 | 3,141 | $0 |
| IBEW Local 332 Pension Plan Part B | Board of Trustees IBEW Local 332 Pension Plan Part B | $885,742,625 | 3,981 | $112,636 |
| O'melveny & Myers LLP Retirement Savings Plan | O'melveny & Myers | $878,624,300 | 2,134 | $13,698 |
| U. A. Local No. 393 Defined Contribution Plan | Board of Trustees of the U.A. Local No. 393 Defined Contribution Plan | $772,040,286 | 3,349 | $63,522 |
| American Maritime Officers 401k Plan | Board of Trustees American Maritime Officers 401k Plan | $679,862,980 | 3,883 | $184,283 |
| Western Washington U.A. Supplemental Pension Plan | Board of Trustees of the Western WA U.A. Supplemental Pension Plan | $661,120,477 | 6,354 | $139,201 |
| Greenheck Fan Corporation 401(k) & Savings Plan | Greenheck Fan | $578,891,061 | 5,586 | $86,338 |
| US Radiology Specialists 401(k) Retirement Plan | US Radiology Specialists | $571,007,323 | 4,428 | $0 |
| Northern California Pipe Trades Supplemental 401(k) Retirement Plan | Board of Trustees Northern Cali. Pipe Trades Pension Trust | $568,639,937 | 4,259 | $124,577 |
| Vermeer Corporation 401(k) Retirement Planrecordkeeper | Vermeer | $498,786,034 | 5,363 | $0 |
| Empire Retirement Savings Plan | Empire Southwest | $487,337,233 | 4,858 | $0 |
| Thompson Coburn LLP 401(k) Profit Sharing Plan | Thompson Coburn | $484,264,927 | 1,050 | $0 |
| Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan | Board of Trustees | $476,805,925 | 2,411 | $36,870 |
| Solaris 401(k) Plan | Solaris Health Holdings | $464,711,630 | 4,412 | $6,484 |
| Eversheds Sutherland (US) LLP Retirement Plan a | Eversheds Sutherland (US) | $437,588,818 | 1,169 | $0 |
| Trinity Industries, Inc. 401(k) Plan AS Restated Effective August 1, 2020recordkeeper | Trinity Industries | $385,917,824 | 4,167 | $7,397 |
| Retirement Savings Plan of Flad Affiliated Corp. | FAC Services | $383,664,023 | 2,095 | $0 |
| Edison Chouest Offshore Retirement Plan | Galliano Marine Service | $380,897,686 | 3,813 | $0 |
| Bio-techne Corporation and Affiliates Profit Sharing and Savings Plan | Bio-techne | $378,317,302 | 2,567 | $0 |
| First Trust Portfolios L.P. 401(k) Plan | First Trust Portfolios | $360,302,703 | 1,194 | $0 |
| Direct Supply, Inc. 401(k) Retirement Savings Plan | Direct Supply | $346,094,683 | 1,760 | $0 |
| Watson Clinic LLP 401(k) Profit Sharing Plan | Watson Clinic | $327,848,364 | 2,776 | $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.