Filings through .
Matrixtrust
Matched across 10 name variants in the filings
Matrixtrust summary
Matrixtrust appears on 23 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.7B in assets for 35,266 participants. The median client plan holds $43.1M. Most client plans are sponsored in NE, CA and NC. The largest clients by plan assets are Bryan Health, Crete Carrier Corporation and Union Bank & Trust Company. Plans reported $39K in direct and indirect compensation paid to Matrixtrust. The median is $0 per plan.
- Participants
- 35,266
- Median plan assets
- $43.1M
- Median plan participants
- 392
- Median fees per plan
- $0
- Schedule C direct + indirect
Top 23 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Bryan Health, plan 002 | NE | $1.1B | 11,102 |
| Crete Carrier Corporation | NE | $393M | 10,489 |
| Union Bank & Trust Company | NE | $317M | 2,122 |
| Bryan Health, plan 001 | NE | $199M | 2,664 |
| Gregory Poole Equipment Company | NC | $192M | 1,876 |
| Hudl, Inc. | NE | $80.4M | 1,080 |
| Community Action Partnership of San Luis Obispo County, Inc. | CA | $68.2M | 1,491 |
| Sampson Construction Co., Inc. | NE | $55.2M | 392 |
| The First Bank and Trust Company | VA | $49.6M | 495 |
| Lincoln Surgery Center, LLC | NE | $47.1M | 545 |
| Reinke Manufacturing Company, Inc. | NE | $44.7M | 566 |
| Midwest Banc Holding Company | NE | $43.1M | 250 |
| Structural Component Systems, Inc. | NE | $21.7M | 595 |
| Complete Children's Health, P.C. | NE | $20.7M | 185 |
| Bankfirst | NE | $19.6M | 155 |
| Eye Surgical Associates, LLC | NE | $19.5M | 147 |
| Electronic Contracting Company | NE | $14.8M | 237 |
| Transitions - Mental Health Association | CA | $12.2M | 305 |
| Dialysis Center of Lincoln Inc. | NE | $11.7M | 136 |
| Wynne Transport Service, Inc | NE | $6.2M | 183 |
| Hunt Transportation, Inc. | NE | $4.2M | 251 |
| Tabitha, Inc. | NE | $0 | 0 |
| Yasufuku U.S.A., Inc. | NE | $0 | 0 |
- NEParticipants 11,102
- NEParticipants 10,489
- NEParticipants 2,122
- NEParticipants 2,664
- NCParticipants 1,876
- Hudl, Inc.$80.4MNEParticipants 1,080
- CAParticipants 1,491
- NEParticipants 392
- VAParticipants 495
- NEParticipants 545
- NEParticipants 566
- NEParticipants 250
- NEParticipants 595
- NEParticipants 185
- Bankfirst$19.6MNEParticipants 155
- NEParticipants 147
- NEParticipants 237
- CAParticipants 305
- NEParticipants 136
- NEParticipants 183
- NEParticipants 251
- NEParticipants 0
- NEParticipants 0
Top client states
- NE19 plans
- CA2 plans
- NC1 plan
- VA1 plan
Frequently asked questions
- Who uses Matrixtrust?
- 23 retirement plans list Matrixtrust as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Bryan Health, Crete Carrier Corporation, Union Bank & Trust Company and Gregory Poole Equipment Company. Most client plans are sponsored in NE, CA and NC.
- How many plans does Matrixtrust serve?
- Matrixtrust serves 23 retirement plans with $2.7B in plan assets and 35,266 participants, based on the latest Form 5500 filings through 2024.
- What does Matrixtrust charge?
- Plans reported $39K in total Schedule C compensation paid to Matrixtrust. The median plan paid $0. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served23Rank #722 of mapped providers
Assets under administration$2.7B0.0%Rank #3264 by share of filed assets
Fees received$39,025Median $0/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection
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