Assets by plan
Share of aggregate retirement assets
Filings through .
Matrix Design Group, Inc.
EIN 84-1515767civil engineeringLatest filing 2025
Plans
3
Retirement
2
$43.2M assets
Health & Benefits
1
$2.1M premiums
Participants
824
2435 RESEARCH PARKWAY, SUITE 300 - COLORADO SPRINGS, CO 80920719-575-0100matrixdesigngroup.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $43.2M assets / 614 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$24.2M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 313 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Prescription drug$1.9M
- Other$173K
- Life$126K
- Short-term disability$126K
- Long-term disability$126K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
MATRIX DESIGN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$24.2M
Participants297
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
MATRIX DESIGN GROUP 401(K) PLAN
401(k)
Assets$19.0M
Participants317
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MATRIX DESIGN GROUP MEDICAL, DENTAL, VISION, LIFE, AD&D, LTD AND EAP PLAN
Fully insured - UNITEDHEALTHCARE BENEFIT SERVICES
Premiums$2.1M
Covered lives313
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MATRIX DESIGN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $24.2M | 297 | 2025 |
| #001 | MATRIX DESIGN GROUP 401(K) PLAN | 401(k) | $19.0M | 317 | 2025 |
- #002 · ESOP · 2025297
- #001 · 401(k) · 2025317
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MATRIX DESIGN GROUP MEDICAL, DENTAL, VISION, LIFE, AD&D, LTD AND EAP PLAN | Fully insured | UNITEDHEALTHCARE BENEFIT SERVICES | $2.1M | 313 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE BENEFIT SERVICES · 2025313
Retirement plans
Health & Benefits plans