Matrix Trust Company — 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 is reported as a service provider on 598 loaded Form 5500 filing(s) across 558 plan sponsor(s) and 597 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $11,233,811 and reported indirect compensation totals $134,387.
Reported compensation summary
- Reported direct compensation
- $11,233,811
- Reported indirect compensation
- $134,387
- Total reported compensation
- $11,368,198
- Filings
- 598
- Plan sponsors
- 558
- Plans
- 597
- 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 |
|---|---|---|---|
| San Jose Water Company | CA | 1 | $1,295,257 |
| The Board Of Trustees Of The Central Midwest Regional Council | MI | 1 | $1,290,405 |
| Board Of Trustees Of The Pipe Trades Services Mn Pension Supplement Tr | MN | 1 | $768,304 |
| Quinn Emanuel Urquhart & Sullivan, Llp | CA | 1 | $511,074 |
| Justice Resource Institute, Inc. | MA | 1 | $427,865 |
| Morrison & Foerster Llp | CA | 1 | $421,037 |
| A. O. Smith Corporation | WI | 1 | $336,464 |
| Nuvance Health | CT | 1 | $215,914 |
| Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Sup Pension | CA | 1 | $193,037 |
| Dentons Sirote Pc | AL | 1 | $183,569 |
State footprint
Plans reporting Matrix Trust Company are sponsored in WI (98), CA (55), IL (51), MN (41), WA (35), NY (28), UT (26), OH (23), TX (21), FL (21), IN (13), KS (13).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| San Jose Water Company | Retirement Plan Of San Jose Water Company | 2023 | $1,276,731 | $18,526 |
| The Board Of Trustees Of The Central Midwest Regional Council | Central Midwest Regional Council Of Carpenters Defined Contribution Pension Plan | 2023 | $1,290,405 | not reported in the loaded dataset |
| Board Of Trustees Of The Pipe Trades Services Mn Pension Supplement Tr | Pipe Trades Services Mn Pension Supplement Fund | 2023 | $768,304 | $0 |
| Quinn Emanuel Urquhart & Sullivan, Llp | Retirement Plan For Partners Of Quinn Emanuel Urquhart & Sullivan, Llp | 2023 | $511,074 | $0 |
| Justice Resource Institute, Inc. | Pension Plan Of Justice Resource Institute, Inc. | 2023 | $427,865 | not reported in the loaded dataset |
| Morrison & Foerster Llp | Morrison & Foerster Llp Cash Balance Retirement Plan | 2023 | $421,037 | not reported in the loaded dataset |
| A. O. Smith Corporation | A. O. Smith Corporation Master Trust | 2023 | $336,464 | $0 |
| Nuvance Health | Health Quest Retiree Funded Hra Plan | 2023 | $215,914 | not reported in the loaded dataset |
| Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Sup Pension | Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan | 2023 | $193,037 | $0 |
| Dentons Sirote Pc | Dentons Sirote, P.C. Profit Sharing 401(K) Plan | 2023 | $183,569 | $0 |
| Vs Service Company, LLC | Victoria'S Secret & Co. 401(K) Savings And Retirement Plan | 2023 | $174,474 | $0 |
| Dentons Bingham Greenebaum Llp | Dentons Bingham Greenebaum Retirement Plan | 2023 | $151,415 | $0 |
| Peoples Alliance Federal Credit Union | Peoples Alliance Federal Credit Union Defined Benefit Plan | 2023 | $141,282 | not reported in the loaded dataset |
| Board Of Trustees, Southern California Sheet Metal | Southern California Sheet Metal Workers' 401(A) Plan | 2023 | $134,325 | $0 |
| Board Of Trustees Northern Cali. Pipe Trades Pension Trust | Northern California Pipe Trades Supplemental 401(K) Retirement Plan | 2023 | $133,274 | $0 |
| Board Of Trustees American Maritime Officers 401k Plan | American Maritime Officers 401k Plan | 2023 | $131,330 | not reported in the loaded dataset |
| Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru | Ironworkers District Council Of The Pacific Nw Field Ironworkers Annuity Trust Fund | 2023 | $125,493 | not reported in the loaded dataset |
| Healthequity Retirement Services, LLC | Retirement Income Security Plan | 2023 | $120,091 | $0 |
| Board Of Trustees Of The U.A. Local No. 393 Defined Benefit Pension Pl | U.A. Local No. 393 Defined Benefit Pension Plan | 2023 | $112,934 | $0 |
| Greenheck Fan Corporation | Greenheck Fan Corporation 401(K) & Savings Plan | 2023 | $112,261 | $0 |
| Wisconsin Pipe Trades 401(K) Plan | Wisconsin Pipe Trades 401(K) Plan | 2023 | $109,875 | not reported in the loaded dataset |
| Board Of Trustees, Cement Masons And Plasterers 401(K) Trust | Cement Masons And Plasterers 401k Plan | 2023 | $100,323 | not reported in the loaded dataset |
| Board Of Trustees | Plumbers And Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin Profit Sharing/401(K) Plan | 2023 | $98,062 | not reported in the loaded dataset |
| L Brands Service Company LLC | Bath & Body Works, Inc. 401(K) Savings And Retirement Plan | 2023 | $97,656 | $0 |
| California School Employees Association | California School Employees Association Retirement Plan | 2023 | $94,724 | not reported in the loaded dataset |
| Pruitthealth, Inc. | Pruitthealth, Inc. Employees 401(K) Plan And Hero Fund | 2023 | $91,155 | $0 |
| Board Of Trusteees, Ibew Local 332 Pension Plan Part B | Ibew Local 332 Pension Plan Part B | 2023 | $87,293 | not reported in the loaded dataset |
| Procopio, Cory, Hargreaves & Savitch Llp | Procopio Cory Hargreaves & Savitch Llp 401(K) Profit Sharing Plan | 2023 | $83,127 | $0 |
| New York Independent System Operator | New York Independent System Operator Pension Plan | 2023 | $80,698 | $0 |
| The Providence Community Health Cen | The Providence Community Health Centers, Inc | 2023 | $67,021 | not reported in the loaded dataset |
| Board Of Trustees American Maritime Officers Defined Contribution Plan | American Maritime Officers Defined Contribution Plan | 2023 | $64,892 | not reported in the loaded dataset |
| Board Of Trustees Of The Western Wa U.A. Supplemental Pension Plan | Western Washington U.A. Supplemental Pension Plan | 2023 | $64,360 | $0 |
| Board Of Trustees, U.A. Local 467 Pension Trust | U.A. Local 467 Defined Benefit Plan | 2023 | $64,333 | not reported in the loaded dataset |
| Dimeo Construction Company | Dimeo Profit Sharing Savings Plan | 2023 | $61,196 | not reported in the loaded dataset |
| Tennessee Orthopaedic Alliance, P.A. | Tennessee Orthopaedic Alliance 401(K) & Profit Sharing Plan | 2023 | $60,372 | $0 |
| Board Of Trustees, U.A. Locals 375/367 Supplemental Pension Trust | U.A. Locals No. 375 And 367 Supplemental Trust | 2023 | $59,184 | not reported in the loaded dataset |
| Solaris Health Holdings, LLC | Solaris 401(K) Plan | 2023 | $58,330 | $0 |
| The Board Of Trustees Of The Union Individual Account Retirement Fund | Union Individual Account Retirement Fund | 2023 | $57,538 | $0 |
| Board Of Trustees Of California Machinists 401k Plan | California Machinists 401k Plan | 2023 | $56,621 | $0 |
| Board Of Trustees, Sacramento Area Electrical Workers | Sacramento Area Electrical Workers Pension And Profit Sharing Plan | 2023 | $56,117 | not reported in the loaded dataset |
| Michelman & Robinson, Llp | Michelman & Robinson, Llp 401(K) Plan | 2023 | $0 | $50,033 |
| Board Of Trustees, Pipe Trades District Council 36 | Pipe Trades District Council 36 Health And Welfare Trust Fund | 2023 | $47,264 | not reported in the loaded dataset |
| Brandes Investment Partners, L.P. | Brandes Investment Partners, L.P. 401(K) Plan | 2023 | $46,672 | not reported in the loaded dataset |
| Maxxam Inc. | Maxxam Pension Plan | 2023 | $45,717 | not reported in the loaded dataset |
| Healthcare South P.C. | Healthcare South Retirement Plan | 2023 | $45,600 | not reported in the loaded dataset |
| Board Of Trustees Ibew Local 704 Retirement Income Plan | I.B.E.W. Local No. 704 401(K) Plan | 2023 | $44,866 | $0 |
| Woolrich, Inc. | Woolrich, Inc. Pension Plan | 2023 | $42,953 | $0 |
| Visalia Medical Clinic, Inc. | Visalia Medical Clinic, Inc. 401(K) Profit Sharing Plan | 2023 | $41,889 | not reported in the loaded dataset |
| Tasca Automotive Group, Inc | Tasca Employees 401(K) Profit Sharing Plan | 2023 | $41,586 | not reported in the loaded dataset |
| Trustees, Local Union 598 Supplemental Pension Plan | Local Union 598 Supplemental Pension Plan | 2023 | $41,324 | not reported in the loaded dataset |
Related Form 5500 pages
- Retirement Plan Of San Jose Water Company (plan 002)
- San Jose Water Company — all reported plans
- Central Midwest Regional Council Of Carpenters Defined Contribution Pension Plan (plan 001)
- The Board Of Trustees Of The Central Midwest Regional Council — all reported plans
- Pipe Trades Services Mn Pension Supplement Fund (plan 002)
- Board Of Trustees Of The Pipe Trades Services Mn Pension Supplement Tr — all reported plans
- Retirement Plan For Partners Of Quinn Emanuel Urquhart & Sullivan, Llp (plan 003)
- Quinn Emanuel Urquhart & Sullivan, Llp — all reported plans
- Pension Plan Of Justice Resource Institute, Inc. (plan 004)
- Justice Resource Institute, Inc. — all reported plans
- Morrison & Foerster Llp Cash Balance Retirement Plan (plan 009)
- Morrison & Foerster Llp — all reported plans
- A. O. Smith Corporation Master Trust (plan 014)
- A. O. Smith Corporation — all reported plans
- Health Quest Retiree Funded Hra Plan (plan 601)
- Nuvance Health — all reported plans
- Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan (plan 001)
- Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Sup Pension — all reported plans
- Dentons Sirote, P.C. Profit Sharing 401(K) Plan (plan 002)
- Dentons Sirote Pc — all reported plans
- Victoria'S Secret & Co. 401(K) Savings And Retirement Plan (plan 001)
- Vs Service Company, LLC — all reported plans
- Dentons Bingham Greenebaum Retirement Plan (plan 001)
- Dentons Bingham Greenebaum Llp — all reported plans
- Peoples Alliance Federal Credit Union Defined Benefit Plan (plan 001)
- Peoples Alliance Federal Credit Union — all reported plans
- Southern California Sheet Metal Workers' 401(A) Plan (plan 001)
- Board Of Trustees, Southern California Sheet Metal — all reported plans
- Northern California Pipe Trades Supplemental 401(K) Retirement Plan (plan 002)
- Board Of Trustees Northern Cali. Pipe Trades Pension Trust — all reported plans
- American Maritime Officers 401k Plan (plan 002)
- Board Of Trustees American Maritime Officers 401k Plan — all reported plans
- Ironworkers District Council Of The Pacific Nw Field Ironworkers Annuity Trust Fund (plan 002)
- Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru — all reported plans
- Retirement Income Security Plan (plan 333)
- Healthequity Retirement Services, LLC — all reported plans
- U.A. Local No. 393 Defined Benefit Pension Plan (plan 002)
- Board Of Trustees Of The U.A. Local No. 393 Defined Benefit Pension Pl — all reported plans
- Greenheck Fan Corporation 401(K) & Savings Plan (plan 005)
- Greenheck Fan Corporation — all reported plans
- Wisconsin Pipe Trades 401(K) Plan (plan 001)
- Wisconsin Pipe Trades 401(K) Plan — all reported plans
- Cement Masons And Plasterers 401k Plan (plan 002)
- Board Of Trustees, Cement Masons And Plasterers 401(K) Trust — all reported plans
- Plumbers And Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin Profit Sharing/401(K) Plan (plan 001)
- Board Of Trustees — all reported plans
- Bath & Body Works, Inc. 401(K) Savings And Retirement Plan (plan 002)
- L Brands Service Company LLC — all reported plans
- California School Employees Association Retirement Plan (plan 001)
- California School Employees Association — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources