Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $34.9M assets / 52 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
Money purchase
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MATRIX PARTNERS MANAGEMENT SERVICES, L. P. PROFIT SHARING PLAN | Profit-sharing | $25.7M | 26 | 2025 |
| #002 | MATRIX PARTNERS MANAGEMENT SERVICES, L. P. MONEY PURCHASE PENSION PLAN | Money purchase | $9.3M | 26 | 2025 |