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Sponsor portfolio

MATRIX TECHNOLOGIES INC

EIN 34-1315997-industrial automation-Latest filing 2025
Plans
3
Retirement
2
$83.0M assets
Welfare
1
$167K premiums
Participants
1,051
1760 INDIAN WOOD CIRCLE - MAUMEE, OH 43537419-897-7200matrixti.comLinkedIn201-500 employeesindustrial automation
Plans on this EIN
3 filings
#001401k-$80.3M - 409 part#002ESOP-$2.7M - 362 part#501Mixed-$167K - 559 lives

Retirement portfolio analytics

2 plans aggregated / $83.0M assets / 771 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • SHARING & Savings (#001)97%
  • EMPLOYEE STOCK OWNERSHIP (#002)3%
Total $83.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
97%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY97%
  • (Not disclosed)3%
Total $83.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING & Savings (#001)409
  • EMPLOYEE STOCK OWNERSHIP (#002)362
Total 771Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY80%
  • EYEMED VISION CARE20%
Total $167K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $17K1 slice

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 TECHNOLOGIES PROFIT SHARING & SAVINGS PLAN

401k

Assets$80.3M
Participants409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MATRIX TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.7M
Participants362
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MATRIX TECHNOLOGIES INC

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$167K
Covered lives559
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MATRIX TECHNOLOGIES PROFIT SHARING & SAVINGS PLAN401k$80.3M4092024
002MATRIX TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$2.7M3622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MATRIX TECHNOLOGIES INCMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$167K5592025
Retirement plans
Welfare plans
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