Matrix — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Matrix is reported as a service provider on 13 loaded Form 5500 filing(s) across 12 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $199,918 and reported indirect compensation totals $4,960.
Reported compensation summary
- Reported direct compensation
- $199,918
- Reported indirect compensation
- $4,960
- Total reported compensation
- $204,878
- Filings
- 13
- Plan sponsors
- 12
- Plans
- 13
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| South Jersey Industries, Inc. | NJ | 2 | $97,913 |
| Gastrointestinal Specialist Of Geor Gia, Inc. | GA | 1 | $31,152 |
| Ugsoa Board Of Trustees | MA | 1 | $12,381 |
| The Sheakley Group, Inc. | OH | 1 | $12,226 |
| Sojitz Corporation Of America | NY | 1 | $12,051 |
| Jeff Bank | NY | 1 | $11,979 |
| The Connor Group, A Real Estate Investment Firm, LLC | OH | 1 | $6,132 |
| Pesi, Inc. | WI | 1 | $5,219 |
| Byrne Electrical Specialists, Inc. | MI | 1 | $4,980 |
| Michigan Credit Union League | MI | 1 | $4,960 |
State footprint
Plans reporting Matrix are sponsored in NY (2), OH (2), MD (2), MI (2), NJ (2), WI (1), MA (1), GA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| South Jersey Industries, Inc. | Retirement Plan For Bargaining Unit Employees Of South Jersey Industries, Inc. | 2023 | $55,403 | $0 |
| South Jersey Industries, Inc. | Retirement Plan For Employees Of South Jersey Industries, Inc. | 2023 | $42,510 | $0 |
| Gastrointestinal Specialist Of Geor Gia, Inc. | Gastrointestinal Specialist Of Geor Gia, Inc. 401(K) Profit Sharing Plan | 2023 | $31,152 | not reported in the loaded dataset |
| Ugsoa Board Of Trustees | Ugsoa Retirement Plan | 2023 | $12,381 | not reported in the loaded dataset |
| The Sheakley Group, Inc. | The Sheakley Group Of Companies 401(K) | 2023 | $12,226 | not reported in the loaded dataset |
| Sojitz Corporation Of America | Nichimen America, Inc. Pension Plan | 2023 | $12,051 | not reported in the loaded dataset |
| Jeff Bank | Jeff Bank Pension Plan | 2023 | $11,979 | not reported in the loaded dataset |
| The Connor Group, A Real Estate Investment Firm, LLC | The Connor Group 401(K) Profit Sharing Plan | 2023 | $6,132 | not reported in the loaded dataset |
| Pesi, Inc. | Pesi, Inc. Retirement Trust | 2023 | $5,219 | not reported in the loaded dataset |
| Byrne Electrical Specialists, Inc. | Byrne Electrical Specialists, Inc. Retirement Savings Plan | 2023 | $4,980 | not reported in the loaded dataset |
| Michigan Credit Union League | Retirement Plan For Michigan Credit Union Employees 401(K) Savings Plan | 2023 | $0 | $4,960 |
| Qlarant, Inc. | Qlarant Money Purchase Pension Plan | 2023 | $4,680 | $0 |
| Security 1 Solutions LLC | Prevailing Multiple Employer Plan | 2023 | $1,205 | not reported in the loaded dataset |
Related Form 5500 pages
- Retirement Plan For Bargaining Unit Employees Of South Jersey Industries, Inc. (plan 004)
- South Jersey Industries, Inc. — all reported plans
- Retirement Plan For Employees Of South Jersey Industries, Inc. (plan 001)
- Gastrointestinal Specialist Of Geor Gia, Inc. 401(K) Profit Sharing Plan (plan 001)
- Gastrointestinal Specialist Of Geor Gia, Inc. — all reported plans
- Ugsoa Retirement Plan (plan 001)
- Ugsoa Board Of Trustees — all reported plans
- The Sheakley Group Of Companies 401(K) (plan 001)
- The Sheakley Group, Inc. — all reported plans
- Nichimen America, Inc. Pension Plan (plan 003)
- Sojitz Corporation Of America — all reported plans
- Jeff Bank Pension Plan (plan 001)
- Jeff Bank — all reported plans
- The Connor Group 401(K) Profit Sharing Plan (plan 001)
- The Connor Group, A Real Estate Investment Firm, LLC — all reported plans
- Pesi, Inc. Retirement Trust (plan 001)
- Pesi, Inc. — all reported plans
- Byrne Electrical Specialists, Inc. Retirement Savings Plan (plan 001)
- Byrne Electrical Specialists, Inc. — all reported plans
- Retirement Plan For Michigan Credit Union Employees 401(K) Savings Plan (plan 334)
- Michigan Credit Union League — all reported plans
- Qlarant Money Purchase Pension Plan (plan 003)
- Qlarant, Inc. — all reported plans
- Prevailing Multiple Employer Plan (plan 001)
- Security 1 Solutions LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources