Sponsor portfolio

MATRIX CAPITAL MARKETS GROUP, INC.

EIN 54-1533186investment bankingLatest filing 2025

Plans

Retirement

$13.8M assets

Welfare

Participants

800 EAST CANAL STREET, SUITE 850 - RICHMOND, VA 23219804-780-0060matrixcmg.comLinkedIn11-50 employeesinvestment banking

Plans on this EIN

1 filing

#001401k-$13.8M - 53 part

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.

Retirement#001

MATRIX CAPITAL MARKETS GROUP INC PROFIT SHARING 401(K) PLAN

401k

Assets$13.8M

Participants53

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	MATRIX CAPITAL MARKETS GROUP INC PROFIT SHARING 401(K) PLAN	401k	$13.8M	53	2025

Retirement plans