Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
MATRIX MKTG LLC
EIN 85-2123630Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$869K assets
Welfare
1
Participants
37
41 N HALLOWAY STREET - DAYTON, OH 45417646-320-2691
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $869K assets / 19 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#002
MATRIX MKTG LLC CASH BALANCE PLAN
CashBalance
Assets$491K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MATRIX MKTG LLC 401(K) PLAN
401k
Assets$379K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
MATRIX MARKETING LLC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MATRIX MKTG LLC CASH BALANCE PLAN | CashBalance | $491K | 8 | 2025 | |
| 001 | MATRIX MKTG LLC 401(K) PLAN | 401k | $379K | 11 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MATRIX MARKETING LLC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans