Sponsor portfolio
MATRIX ASSET ADVISORS, INC.
EIN 13-3569378financial servicesLatest filing 2025
Plans
1
Retirement
1
$15.0M assets
Welfare
0
Participants
16
10 BANK STREET, SUITE 590 - WHITE PLAINS, NY 10606212-486-2004matrixassetadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MATRIX ASSET ADVISORS, INC. 401K PLAN | 401k | $15.0M | 16 | 2025 |
Retirement plans