Assets by plan
Share of aggregate retirement assets
50%top
Sponsor portfolio
MATRIX BUSINESS INSURANCE SERVICES
EIN 47-5357887Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
16
42840 CHRISTY STREET, SUITE 107 - FREMONT, CA 94538510-593-8484
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 16 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 BUSINESS INSURANCE SERVICES 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MATRIX BUSINESS INSURANCE SERVICES CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MATRIX BUSINESS INSURANCE SERVICES 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.0M | 8 | 2024 | |
| 002 | MATRIX BUSINESS INSURANCE SERVICES CASH BALANCE PLAN & TRUST | CashBalance | $1.0M | 8 | 2024 |
Retirement plans