Matrix Trust — 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 Trust is reported as a service provider on 18 loaded Form 5500 filing(s) across 18 plan sponsor(s) and 18 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $324,074 and reported indirect compensation totals $4,538.
Reported compensation summary
- Reported direct compensation
- $324,074
- Reported indirect compensation
- $4,538
- Total reported compensation
- $328,612
- Filings
- 18
- Plan sponsors
- 18
- Plans
- 18
- 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 |
|---|---|---|---|
| Bristol Bay Native Corporation | AK | 1 | $89,371 |
| Heritage Financial Corporation | WA | 1 | $32,988 |
| United States Bakery | OR | 1 | $26,660 |
| Davis-Standard, LLC | CT | 1 | $24,791 |
| Crista Ministries | WA | 1 | $22,521 |
| Gould Medical Group, Inc. | CA | 1 | $20,412 |
| Stoel Rives Llp | OR | 1 | $18,597 |
| Select Sires, Inc. | OH | 1 | $16,644 |
| Sheet Metal Workers Local Union No. 268 | IL | 1 | $11,321 |
| Htc America, Inc. | CA | 1 | $10,672 |
State footprint
Plans reporting Matrix Trust are sponsored in WA (4), CA (2), OR (2), IL (1), LA (1), AK (1), RI (1), TN (1), TX (1), UT (1), OH (1), CT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bristol Bay Native Corporation | Bristol Bay Native Corporation 401(K) Savings Plan | 2023 | $89,371 | $0 |
| Heritage Financial Corporation | Heritage Financial Corporation 401(K) Profit Sharing Plan And Trust | 2023 | $32,988 | not reported in the loaded dataset |
| United States Bakery | United States Bakery Profit Sharing & 401(K) Plan | 2023 | $26,660 | $0 |
| Davis-Standard, LLC | Pension Plan For Hourly Rate Employees Of The Davis-Standard Plant And The Sterling Plant Of Davis-Standard, LLC | 2023 | $24,791 | $0 |
| Crista Ministries | Crista Ministries 403(B) Savings Plan | 2023 | $22,521 | $0 |
| Gould Medical Group, Inc. | Gould Medical Group, Inc. Cash Balance Pension Plan | 2023 | $20,412 | $0 |
| Stoel Rives Llp | Stoel Rives Retirement Plan | 2023 | $18,597 | $0 |
| Select Sires, Inc. | Select Sires, Inc. 401(K) Plan | 2023 | $16,644 | $0 |
| Sheet Metal Workers Local Union No. 268 | Int'L Assoc. Of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan Agreement | 2023 | $11,321 | not reported in the loaded dataset |
| Htc America, Inc. | Htc America, Inc. 401(K) Plan | 2023 | $10,672 | $0 |
| Southern Towing Company | Southern Towing Company Pension Plan | 2023 | $10,601 | not reported in the loaded dataset |
| The People'S Credit Union | The People'S Credit Union Defined Benefit Plan And Trust | 2023 | $10,489 | $0 |
| Board Of Trustees Of Sheet Metal Workers Local Union No. 263 Retiremen | Sheet Metal Workers Local Union No. 263 Retirement Savings Plan | 2023 | $9,498 | not reported in the loaded dataset |
| Moses Lake Community Health Center | Moses Lake Community Health Center 401(K) Plan | 2023 | $6,674 | not reported in the loaded dataset |
| Deseret First Federal Credit Union | Deseret First Federal Credit Union 401k Plan | 2023 | $5,808 | not reported in the loaded dataset |
| Aa Asphalting, LLC | Aa Asphalting, LLC 401(K) Profit Sharing Plan | 2023 | $5,722 | $0 |
| Kraftcpas Pllc | Kraftcpas Pllc Retirement Savings Plan | 2023 | $0 | $4,538 |
| The Woodlands Religious Community Inc. Dba Interfaith | Interfaith 403(B) Retirement Plan | 2023 | $1,305 | not reported in the loaded dataset |
Related Form 5500 pages
- Bristol Bay Native Corporation 401(K) Savings Plan (plan 002)
- Bristol Bay Native Corporation — all reported plans
- Heritage Financial Corporation 401(K) Profit Sharing Plan And Trust (plan 003)
- Heritage Financial Corporation — all reported plans
- United States Bakery Profit Sharing & 401(K) Plan (plan 001)
- United States Bakery — all reported plans
- Pension Plan For Hourly Rate Employees Of The Davis-Standard Plant And The Sterling Plant Of Davis-Standard, LLC (plan 037)
- Davis-Standard, LLC — all reported plans
- Crista Ministries 403(B) Savings Plan (plan 001)
- Crista Ministries — all reported plans
- Gould Medical Group, Inc. Cash Balance Pension Plan (plan 004)
- Gould Medical Group, Inc. — all reported plans
- Stoel Rives Retirement Plan (plan 333)
- Stoel Rives Llp — all reported plans
- Select Sires, Inc. 401(K) Plan (plan 002)
- Select Sires, Inc. — all reported plans
- Int'L Assoc. Of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan Agreement (plan 001)
- Sheet Metal Workers Local Union No. 268 — all reported plans
- Htc America, Inc. 401(K) Plan (plan 001)
- Htc America, Inc. — all reported plans
- Southern Towing Company Pension Plan (plan 001)
- Southern Towing Company — all reported plans
- The People'S Credit Union Defined Benefit Plan And Trust (plan 001)
- The People'S Credit Union — all reported plans
- Sheet Metal Workers Local Union No. 263 Retirement Savings Plan (plan 001)
- Board Of Trustees Of Sheet Metal Workers Local Union No. 263 Retiremen — all reported plans
- Moses Lake Community Health Center 401(K) Plan (plan 002)
- Moses Lake Community Health Center — all reported plans
- Deseret First Federal Credit Union 401k Plan (plan 002)
- Deseret First Federal Credit Union — all reported plans
- Aa Asphalting, LLC 401(K) Profit Sharing Plan (plan 001)
- Aa Asphalting, LLC — all reported plans
- Kraftcpas Pllc Retirement Savings Plan (plan 001)
- Kraftcpas Pllc — all reported plans
- Interfaith 403(B) Retirement Plan (plan 001)
- The Woodlands Religious Community Inc. Dba Interfaith — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources