Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MATRIX WEALTH MANAGEMENT, INC.
EIN 20-4903965Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$804K assets
Welfare
0
Participants
5
6991 E. CAMELBACK ROAD, SUITE D200 - SCOTTSDALE, AZ 85251480-258-6100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $804K assets / 5 participantsParticipants by plan
Active + retired + deferred vested
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 WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$442K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MATRIX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$361K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MATRIX WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $442K | 3 | 2025 | |
| 002 | MATRIX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN | TraditionalDB | $361K | 2 | 2024 |
Retirement plans