Plan Ledger DOL Form 5500 · updated monthly

Matrixx Software Inc.401(k)

MATRIXX SOFTWARE 401(K) PLAN · FOSTER CITY, CA · plan year 2025

Reported admin expense ratio · 2025
0.46%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Matrixx Software Inc. reported $78,201 in plan administrative expenses for 2025: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.52% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other information & media employers. By assets it is the 3,891st-largest of 9,483 plans among California employers on file, and the 1,086th of 2,199 in information & media. active participation has shrunk from 112 to 89 since 2022.

Plan summary
Net assets, end of year$18,091,592
Participants with balances104
Active participants89
Employer contributions$0
Employee contributions$1,793,172
Employer contribution per active participant$0
Average account balance$173,958
Benefits paid to participants$2,543,409
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$18.1M · 104 accts
2024$16.2M · 114 accts
2023$14.9M · 141 accts
2022$11.8M · 130 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$28,473
Investment management$49,728
Total administrative$78,201
The Matrixx Software Inc. 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$2,666

Matrixx Software Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
NEWFRONT RETIREMENT SERVICES, INC. · Investment advisory (plan)$33,936
EMPOWER ADVISORY GROUP, LLC · Investment management$15,792

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$78,201 · 0.46%
2024$83,393 · 0.54%
2023$70,552 · 0.53%
2022$63,330 · 0.52%
Same employer
Similar plansInformation & Media · California
Hover Inc. CA$18.3M · 0.02%
Jitterbit, Inc. CA$18.2M · 0.30%
Nativo, Inc. CA$18.2M · 0.01%
The Qt Company CA$17.7M · 0.23%
Comparenetworks, Inc. CA$17.6M · 0.25%
Frontapp, Inc. CA$17.4M · 0.56%
Chernin Entertainment, LLC CA$17.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263994420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.