Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Matrix Clearance and Settlement
Matrix Clearance and Settlement
- Service provider, as named on Schedule C
- EIN 134046432
- Plan year 2024
- Direct compensation reported $0
Assets of those plans
$1,844,499,674
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$0
0% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 33 | Securities brokerage | 16 |
| 60 | Sub-transfer agency fees | 15 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Bryan Health Retirement Savings Plan | Bryan Health | $926,916,181 | 10,206 | $0 |
| Crete Carrier Corporation 401(k) Profit Sharing Plan | Crete Carrier | $352,576,388 | 10,470 | $0 |
| Union Bank & Trust Company Profit Sharing Plan | Union Bank & Trust | $268,500,213 | 1,602 | $0 |
| Agile Sports Technologies, Inc. 401(k) Profit Sharing Plan | Agile Sports Technologies Inc. dba Hudl | $59,293,886 | 940 | $0 |
| Sampson Construction Co. , Inc. 401(k) Profit Sharing Plan & Trust | Sampson Construction | $48,425,074 | 393 | $0 |
| Lincoln Surgery CTR 401(k) Plan | Lincoln Surgery Center | $39,744,168 | 517 | $0 |
| Midwest Banc Holding Company 401(k) and Profit Sharing Plan | Midwest Banc Holding | $37,738,770 | 241 | $0 |
| Tabitha Employee 401(k) Plan | Tabitha | $26,300,193 | 1,145 | $0 |
| Bankfirst 401(k) Profit Sharing Plan | Bankfirst | $17,267,714 | 149 | $0 |
| Structural Component Systems, Inc. Profit Sharing Plan | Structural Component Systems | $17,233,893 | 383 | $0 |
| Eye Surgical Associates 401(k) Plan | Eye Surgical Associates | $16,170,036 | 146 | $0 |
| Electronic Contracting Company Profit Sharing Plan and Trust | Electronic Contracting | $14,861,755 | 206 | $0 |
| Dialysis Center 401(k) Retirement Plan | Dialysis Center of Lincoln | $10,055,419 | 116 | $0 |
| Wynne Transport Service, Inc. 401(k) Retirement Savings Plan | Wynne Transport Service | $5,414,275 | 215 | $0 |
| Hunt Transportation 401(k) Profit Sharing Plan | Hunt Transportation | $4,001,709 | 228 | $0 |
| Yasufuku U. S. A., Inc. 401(k) Profit Sharing Plan | Yasufuku U.S.A. | $0 | 0 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.