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  2. MATRIX HG INC.
Sponsor portfolio

MATRIX HG INC.

EIN 03-0418444-construction-Latest filing 2025
Plans
2
Retirement
2
$11.9M assets
Welfare
0
Participants
153
115 MASON CIRCLE, SUITE B - CONCORD, CA 94520925-459-9200LinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$11.6M - 89 part#002ESOP-$344K - 64 part

Retirement portfolio analytics

2 plans aggregated / $11.9M assets / 153 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • HG INC. 401(K) (#001)97%
  • EMPLOYEE STOCK OWNERSHIP (#002)3%
Total $11.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HG INC. 401(K) (#001)89
  • EMPLOYEE STOCK OWNERSHIP (#002)64
Total 153Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MATRIX HG INC. 401(K) PLAN

401k

Assets$11.6M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MATRIX HG, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$344K
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MATRIX HG INC. 401(K) PLAN401k$11.6M892025
002MATRIX HG, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$344K642024
Retirement plans
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