Matrix Human Services Tax Sheltered Annuity Plan
Sponsored by Matrix Human Services · EIN 381358015 · Plan #003
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 434
- With balances
- 219
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Secure Asset Management, L.L.C. CRD 144046 | fuzzy_auto · 96% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $29,895 |
| Secure Asset Management | Investment advisory (plan), Direct payment from the plan | $12,817 |
| Map Retirement | Contract administrator, Direct payment from the plan, Other fees | $4,800 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |