Matrix Trust Company N.A. — 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 Company N.A. is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $35,190 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $35,190
- Reported indirect compensation
- $0
- Total reported compensation
- $35,190
- Filings
- 9
- Plan sponsors
- 9
- Plans
- 9
- 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 |
|---|---|---|---|
| Roger Cleveland Golf Co., Inc. | CA | 1 | $35,190 |
| Blistex Inc | IL | 1 | $0 |
| Imperial Clinical Research Services, LLC | MI | 1 | $0 |
| 3-Dimensional Services Inc. | MI | 1 | $0 |
| Early Warning Services, LLC | AZ | 1 | $0 |
| Insteel Industries, Inc. | NC | 1 | $0 |
| Independence Holding Company | CT | 1 | $0 |
| Independence Pet Group, Inc | DC | 1 | $0 |
| Coating Place, Inc. | WI | 1 | $0 |
State footprint
Plans reporting Matrix Trust Company N.A. are sponsored in MI (2), CA (1), CT (1), DC (1), IL (1), NC (1), AZ (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Roger Cleveland Golf Co., Inc. | Roger Cleveland Golf Co., Inc. 401(K) Savings Plan | 2023 | $35,190 | $0 |
| Imperial Clinical Research Services, LLC | Imperial Clinical Research Services, LLC Retirement Program | 2023 | $0 | $0 |
| Insteel Industries, Inc. | Insteel Industries, Inc Retirement Savings Plan | 2023 | $0 | not reported in the loaded dataset |
| Blistex Inc | Blistex Retirement Savings Plan | 2023 | $0 | $0 |
| Coating Place, Inc. | Coating Place, Inc. Profit Sharing & 401(K) Plan | 2023 | $0 | $0 |
| Early Warning Services, LLC | Early Warning Services, LLC 401(K) Plan | 2023 | $0 | $0 |
| 3-Dimensional Services Inc. | 3-Dimensional Services Group 401k Plan & Trust | 2023 | $0 | $0 |
| Independence Holding Company | Independence Holding Company Retirement Plan | 2023 | $0 | $0 |
| Independence Pet Group, Inc | Independence Pet Group 401(K) Retirement Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Roger Cleveland Golf Co., Inc. 401(K) Savings Plan (plan 001)
- Roger Cleveland Golf Co., Inc. — all reported plans
- Imperial Clinical Research Services, LLC Retirement Program (plan 003)
- Imperial Clinical Research Services, LLC — all reported plans
- Insteel Industries, Inc Retirement Savings Plan (plan 002)
- Insteel Industries, Inc. — all reported plans
- Blistex Retirement Savings Plan (plan 001)
- Blistex Inc — all reported plans
- Coating Place, Inc. Profit Sharing & 401(K) Plan (plan 001)
- Coating Place, Inc. — all reported plans
- Early Warning Services, LLC 401(K) Plan (plan 001)
- Early Warning Services, LLC — all reported plans
- 3-Dimensional Services Group 401k Plan & Trust (plan 001)
- 3-Dimensional Services Inc. — all reported plans
- Independence Holding Company Retirement Plan (plan 001)
- Independence Holding Company — all reported plans
- Independence Pet Group 401(K) Retirement Plan (plan 001)
- Independence Pet Group, Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources