Filings through Oct 24, 2026.

Retirement plan

Matrix New World Engineering, Land Surveying and Landscape Architecture, P.C. 401(k) Plan

Name: MATRIX NEW WORLD ENGINEERING, LAND SURVEYING, AND LANDSCAPE ARCHITECTU - MATRIX NEW WORLD ENGINEERING, LAND SURVEYING AND LANDSCAPE ARCHITECTURE, P.C. 401K PLAN (2024) Form 5500
Creator: MATRIX NEW WORLD ENGINEERING, LAND SURVEYING, AND LANDSCAPE ARCHITECTU
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MATRIX NEW WORLD ENGINEERING, LAND SURVEYING AND LANDSCAPE ARCHITECTURE, P.C. 401K PLAN, MATRIX NEW WORLD ENGINEERING, LAND SURVEYING, AND LANDSCAPE ARCHITECTU

Matrix New World Engineering, Land Surveying, and Landscape ArchitectuEIN 22-3057511Plan #001PY 2024

26 COLUMBIA TURNPIKE - FLORHAM PARK, NJ 07932973-240-1800LinkedIn51-200 employeesmechanical or industrial engineering

Prospect flagsHigh feesFailed to transmit contributionsFew collective trustsFund lineup: 18 funds, $25.5M

How to read this page

Total assets (EOY)

$25.9M

-3.9% from 2023

Total participants

235

+2.6% from 2023

Average account balance

$110,331

-6.3% from 2023

Annual return

14.52%

-2.95 pp from 2023

Benchmarks

See 6,305 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,305 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
MARSH & MCLENNAN AGENCY LLC2 years Filed as: MMA SECURITIES LLC Service code 27 PO BOX 9497 · NEW YORK, NY 10087	Advisory (Plan)	$70,025
ESSEX RETIREMENT SERVICES LLC5 years Service code 13 · EIN 83-3379823 28 BLOOMFIELD AVE · PINE BROOK, NJ 07058	Contract Administrator	$27,809
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618	Recordkeeping Fees	$20,475

Fund lineup

CSV with Pro

18 funds of $250K or more; 29 lines in all, holding $25.5M of the plan's $25.9M. From the 2024 filing. Recordkeeper: Capital Group.

In collective trusts<1%median 0% for plans of $5M to $50M (40,338 plans)

In index funds16%median 22% for plans of $5M to $50M (40,338 plans)

In the main target-date series0%median 38% for plans of $5M to $50M (40,338 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
American Funds 2040 TG FD R6 Capital Group · Mutual fund Recordkeeper's own fund	Capital Group	Mutual fund	$3.4M	13.2%
American Funds 2035 TG FD R6 Capital Group · Mutual fund Recordkeeper's own fund	Capital Group	Mutual fund	$3.1M	12.3%
American Funds 2045 TG FD R6 Capital Group · Mutual fund Recordkeeper's own fund	Capital Group	Mutual fund	$3.0M	11.8%
American Funds 2030 TG FD R6 Capital Group · Mutual fund Recordkeeper's own fund	Capital Group	Mutual fund	$2.4M	9.5%
American Funds 2025 TG FD R6 Capital Group · Mutual fund Recordkeeper's own fund	Capital Group	Mutual fund	$2.0M	8.0%
American Funds 2050 TG FD R6 Capital Group · Mutual fund Recordkeeper's own fund	Capital Group	Mutual fund	$1.6M	6.1%
Vanguard Total ST Mark IDX ADM Vanguard · Mutual fund Index	Vanguard	Mutual fund	$1.6M	6.1%
American Funds 2055 TG FD R6 Capital Group · Mutual fund Recordkeeper's own fund	Capital Group	Mutual fund	$1.6M	6.1%
Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$1.0M	4.0%
American Funds 2060 TG FD R6 Capital Group · Mutual fund Recordkeeper's own fund	Capital Group	Mutual fund	$909K	3.6%

See the other 19 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3B3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$114K

$772 / participant

Recordkeeping$44K38.7%
Investment mgmt$70K61.3%

% of EOY assets

0.440%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CLIFTONLARSONALLEN, LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

MARSH & MCLENNAN AGENCY LLC2 years

Filed as: MMA SECURITIES LLC

Service code 27

PO BOX 9497 · NEW YORK, NY 10087

Advisory (Plan)

$70,025

ESSEX RETIREMENT SERVICES LLC5 years

Service code 13 · EIN 83-3379823

28 BLOOMFIELD AVE · PINE BROOK, NJ 07058

Contract Administrator

$27,809

AMERICAN FUNDS5 years

Filed as: CAPITAL GROUP RETIREMENT PLAN SERV

Service code 64

6455 IRVINE CENTER DRIVE · IRVINE, CA 92618

Recordkeeping Fees

$20,475

Fund

Dollars

% of funds%

American Funds 2040 TG FD R6

Capital Group · Mutual fund

Recordkeeper's own fund

$3.4M

13.2%

American Funds 2035 TG FD R6

Capital Group · Mutual fund

Recordkeeper's own fund

$3.1M

12.3%

American Funds 2045 TG FD R6

Capital Group · Mutual fund

Recordkeeper's own fund

$3.0M

11.8%

American Funds 2030 TG FD R6

Capital Group · Mutual fund

Recordkeeper's own fund

$2.4M

9.5%

American Funds 2025 TG FD R6

Capital Group · Mutual fund

Recordkeeper's own fund

$2.0M

8.0%

American Funds 2050 TG FD R6

Capital Group · Mutual fund

Recordkeeper's own fund

$1.6M

6.1%

Vanguard Total ST Mark IDX ADM

Vanguard · Mutual fund

Index

$1.6M

6.1%

American Funds 2055 TG FD R6

Capital Group · Mutual fund

Recordkeeper's own fund

$1.6M

6.1%

Vanguard Large-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$1.0M

4.0%

American Funds 2060 TG FD R6

Capital Group · Mutual fund

Recordkeeper's own fund

$909K

3.6%

Matrix New World Engineering, Land Surveying and Landscape Architecture, P.C. 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Matrix New World Engineering, Land Surveying and Landscape Architecture, P.C. 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion