Filings through .
Sponsor portfolio
Matrix Insurance Agency, Inc.
EIN 58-1775438insuranceLatest filing 2025
Plans
2
Retirement
1
$4.6M assets
Welfare
1
Participants
34
P.O. BOX 1909, 77 JEFFERSON PARKWAY - NEWNAN, GA 30263770-253-0033matrixins.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MATRIX INSURANCE AGENCY, INC. 401(K) PLAN
401(k)
Assets$4.6M
Participants21
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
MATRIX INSURANCE AGENCY INC GCF BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MATRIX INSURANCE AGENCY, INC. 401(K) PLAN | 401(k) | $4.6M | 21 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MATRIX INSURANCE AGENCY INC GCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans