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  1. Companies/
  2. Matrix Technologies, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Matrix Technologies, Inc.

EIN 34-1315997-industrial automation-Latest filing 2025
Plans
3
Retirement
2
$94.9M assets
Health & Benefits
1
$167K premiums
Participants
978
1760 INDIAN WOOD CIRCLE419-897-7206matrixti.comLinkedIn201-500 employeesindustrial automation
Plans on this EIN
3 filings
#001401(k)-$88.9M - 404 part#002ESOP-$6.0M - 294 part#501Mixed-$167K - 559 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $94.9M assets / 698 participants

Assets by plan

Share of aggregate retirement assets

  • SHARING & Savings (#001)$88.9M
  • EMPLOYEE STOCK OWNERSHIP (#002)$6.0M
Total $94.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • JOHN HANCOCK LIFE INSURANCE COMPANY$88.9M
  • (Not disclosed)$6.0M
Total $94.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SHARING & Savings (#001)404
  • EMPLOYEE STOCK OWNERSHIP (#002)294
Total 698Select a row to open it

Benefits portfolio analytics

1 plan / $167K premiums / 559 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$133K
  • Long-term disability$133K
  • Other$133K
  • Vision$34K
Total $167K4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

MATRIX TECHNOLOGIES PROFIT SHARING & SAVINGS PLAN

401(k)

Assets$88.9M
Participants404
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

MATRIX TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.0M
Participants294
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MATRIX TECHNOLOGIES INC

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$167K
Covered lives559
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MATRIX TECHNOLOGIES PROFIT SHARING & SAVINGS PLAN401(k)$88.9M4042025
#002MATRIX TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.0M2942025
  • MATRIX TECHNOLOGIES PROFIT SHARING & SAVINGS PLAN$88.9M
    #001 · 401(k) · 2025404
  • MATRIX TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN$6.0M
    #002 · ESOP · 2025294

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MATRIX TECHNOLOGIES INCMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$167K5592025
  • MATRIX TECHNOLOGIES INC$167K
    #501 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025559
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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