AUMdb

Matrix Design Group, Inc. Employee Stock Ownership Plan

Sponsored by Matrix Design Group, Inc. · EIN 841515767 · Plan #002

Total assets
$21.7M
Net assets
$21.7M
Active participants
173
With balances
269

Plan year beginning 01/01/2024 · Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Menke And Associates Contract administrator $30,674
Fidelity Investment Trustee (institutional) $29,238
Biggs Kofford Accounting $13,000