OpenERISA

Matrix Trust Company

Denver, CO, 80202

EIN 75-3182674
Plans
105
Total participants
25
Filing years
2024, 2023, 2022, 2021, 2020
NAICS

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Keith Fowler Farms Retirement Plan6
2024Form 5500139Managed Retirement Funds Conservative
2024Form 5500140Managed Retirement Funds Balanced
2024Form 5500141Managed Retirement Funds Growth
2024Form 5500142Managed Retirement Funds Aggressive
2024Form 5500143Managed Retirement Funds Moderate
2024Form 5500162Starpath Starcore I
2024Form 5500163Starpath Starcore Ii
2024Form 5500164Starpath Starcore Iii
2024Form 5500165Starpath Starcore Iv
2024Form 5500166Starpath Starcore Global Value Fund
2024Form 5500167Starpath Starcore US Fund
2024Form 5500168Starpath Starcore International Fund
2024Form 5500169Startrack Retirement Income Fund
2024Form 5500171Starpath Startrack 2030 Fund
2024Form 5500172Starpath Startrack 2040 Fund
2024Form 5500218Retirement Advocate Funds Conservative
2024Form 5500219Retirement Advocate Funds Moderate Conservative
2024Form 5500220Retirement Advocate Funds Moderate
2024Form 5500221Retirement Advocate Funds Moderate Aggressive
2024Form 5500222Retirement Advocate Funds Aggressive
2024Form 5500229Managed Retirement Funds Real Asset
2024Form 5500266Starpath Startrack 2050 Fund
2024Form 5500267Strategic Roadmap Aggressive Fund
2024Form 5500268Strategic Roadmap Balanced Fund
2024Form 5500269Strategic Roadmap Conservative Fund
2024Form 5500270Strategic Roadmap Growth Fund
2024Form 5500271Strategic Roadmap Moderate Fund
2024Form 5500300Goalpath Fi360 2020 Indexed Aggressive Portfolio
2024Form 5500301Goalpath Fi360 2020 Indexed Conservative Portfolio
2024Form 5500302Goalpath Fi360 2020 Indexed Moderate Portfolio
2024Form 5500303Goalpath Fi360 2030 Indexed Aggressive Portfolio
2024Form 5500304Goalpath Fi360 2030 Indexed Conservative Portfolio
2024Form 5500305Goalpath Fi360 2030 Indexed Moderate Portfolio
2024Form 5500306Goalpath Fi360 2040 Indexed Aggressive Portfolio
2024Form 5500307Goalpath Fi360 2040 Indexed Conservative Portfolio
2024Form 5500308Goalpath Fi360 2040 Indexed Moderate Portfolio
2024Form 5500309Goalpath Fi360 2050 Indexed Aggressive Portfolio
2024Form 5500310Goalpath Fi360 2050 Indexed Conservative Portfolio
2024Form 5500311Goalpath Fi360 2050 Indexed Moderate Portfolio
2024Form 5500312Goalpath Fi360 2060 Indexed Aggressive Portfolio
2024Form 5500313Goalpath Fi360 2060 Indexed Conservative Portfolio
2024Form 5500314Goalpath Fi360 2060 Indexed Moderate Portfolio
2024Form 5500315Starpath Startrack 2060 Fund
2024Form 5500316Goalpath Fi360 2020 Aggressive Portfolio
2024Form 5500317Goalpath Fi360 2020 Conservative Portfolio
2024Form 5500318Goalpath Fi360 2020 Moderate Portfolio
2024Form 5500319Goalpath Fi360 2030 Aggressive Portfolio
2024Form 5500320Goalpath Fi360 2030 Conservative Portfolio
2024Form 5500321Goalpath Fi360 2030 Moderate Portfolio
2024Form 5500322Goalpath Fi360 2040 Aggressive Portfolio
2024Form 5500323Goalpath Fi360 2040 Conservative Portfolio
2024Form 5500324Goalpath Fi360 2040 Moderate Portfolio
2024Form 5500325Goalpath Fi360 2050 Aggressive Portfolio
2024Form 5500326Goalpath Fi360 2050 Conservative Portfolio
2024Form 5500327Goalpath Fi360 2050 Moderate Portfolio
2024Form 5500328Goalpath Fi360 2060 Aggressive Portfolio
2024Form 5500329Goalpath Fi360 2060 Conservative Portfolio
2024Form 5500330Goalpath Fi360 2060 Moderate Portfolio
2024Form 5500331Donaldson Rising Dividend Cornerstone Fund
2024Form 5500332Matrix Trust Multi-Manager Stable Value Fund
2024Form 5500333Donaldson Capital Preservation Fund
2024Form 55003343edge Targetrisk Conservative Fund
2024Form 55003353edge Targetrisk Moderate Fund
2024Form 55003363edge Targetrisk Growth Fund
2024Form 5500337Highland Capital Management Smid Core Alpha Fund
2024Form 5500338Highland Capital Management Core Fixed Fund
2024Form 5500339Donaldson Sequoia Fund
2024Form 5500340Wealthplan Partners Dividend Aristocrats Portfolio
2024Form 5500341Commerce Core Bond Cit
2024Form 5500342Twelve Points Retirement Advisors 100% Equity Cit
2024Form 5500343Twelve Points Retirement Advisors Dividend Growth Equity Portfolio
2024Form 5500344Twelve Points Retirement Advisors High Income Portfolio
2024Form 5500345Twelve Points Retirement Advisors Aggressive Cit
2024Form 5500346Twelve Points Retirement Advisors Conservative Cit
2024Form 5500347Twelve Points Retirement Advisors Moderate Aggressive Cit
2024Form 5500348Twelve Points Retirement Advisors Moderate Conservative Cit
2024Form 5500349Twelve Points Retirement Advisors Moderate Cit
2023Form 5500001Keith Fowler Farms Retirement Plan6
2023Form 5500139Managed Retirement Funds Conservative
2023Form 5500140Managed Retirement Funds Balanced
2023Form 5500141Managed Retirement Funds Growth
2023Form 5500142Managed Retirement Funds Aggressive
2023Form 5500143Managed Retirement Funds Moderate
2023Form 5500162Starpath Starcore I
2023Form 5500163Starpath Starcore Ii
2023Form 5500164Starpath Starcore Iii
2023Form 5500165Starpath Starcore Iv
2023Form 5500166Starpath Starcore Global Value Fund
2023Form 5500167Starpath Starcore US Fund
2023Form 5500168Starpath Starcore International Fund
2023Form 5500169Startrack Retirement Income Fund
2023Form 5500171Starpath Startrack 2030 Fund
2023Form 5500172Starpath Startrack 2040 Fund
2023Form 5500218Retirement Advocate Funds Conservative
2023Form 5500219Retirement Advocate Funds Moderate Conservative
2023Form 5500220Retirement Advocate Funds Moderate
2023Form 5500221Retirement Advocate Funds Moderate Aggressive
2023Form 5500222Retirement Advocate Funds Aggressive
2023Form 5500229Managed Retirement Funds Real Asset
2023Form 5500266Starpath Startrack 2050 Fund
2023Form 5500267Strategic Roadmap Aggressive Fund
2023Form 5500268Strategic Roadmap Balanced Fund
2023Form 5500269Strategic Roadmap Conservative Fund
2023Form 5500270Strategic Roadmap Growth Fund
2023Form 5500271Strategic Roadmap Moderate Fund
2023Form 5500300Goalpath Fi360 2020 Indexed Aggressive Portfolio
2023Form 5500301Goalpath Fi360 2020 Indexed Conservative Portfolio
2023Form 5500302Goalpath Fi360 2020 Indexed Moderate Portfolio
2023Form 5500303Goalpath Fi360 2030 Indexed Aggressive Portfolio
2023Form 5500304Goalpath Fi360 2030 Indexed Conservative Portfolio
2023Form 5500305Goalpath Fi360 2030 Indexed Moderate Portfolio
2023Form 5500306Goalpath Fi360 2040 Indexed Aggressive Portfolio
2023Form 5500307Goalpath Fi360 2040 Indexed Conservative Portfolio
2023Form 5500308Goalpath Fi360 2040 Indexed Moderate Portfolio
2023Form 5500309Goalpath Fi360 2050 Indexed Aggressive Portfolio
2023Form 5500310Goalpath Fi360 2050 Indexed Conservative Portfolio
2023Form 5500311Goalpath Fi360 2050 Indexed Moderate Portfolio
2023Form 5500312Goalpath Fi360 2060 Indexed Aggressive Portfolio
2023Form 5500313Goalpath Fi360 2060 Indexed Conservative Portfolio
2023Form 5500314Goalpath Fi360 2060 Indexed Moderate Portfolio
2023Form 5500315Starpath Startrack 2060 Fund
2023Form 5500316Goalpath Fi360 2020 Aggressive Portfolio
2023Form 5500317Goalpath Fi360 2020 Conservative Portfolio
2023Form 5500318Goalpath Fi360 2020 Moderate Portfolio
2023Form 5500319Goalpath Fi360 2030 Aggressive Portfolio
2023Form 5500320Goalpath Fi360 2030 Conservative Portfolio
2023Form 5500321Goalpath Fi360 2030 Moderate Portfolio
2023Form 5500322Goalpath Fi360 2040 Aggressive Portfolio
2023Form 5500323Goalpath Fi360 2040 Conservative Portfolio
2023Form 5500324Goalpath Fi360 2040 Moderate Portfolio
2023Form 5500325Goalpath Fi360 2050 Aggressive Portfolio
2023Form 5500326Goalpath Fi360 2050 Conservative Portfolio
2023Form 5500327Goalpath Fi360 2050 Moderate Portfolio
2023Form 5500328Goalpath Fi360 2060 Aggressive Portfolio
2023Form 5500329Goalpath Fi360 2060 Conservative Portfolio
2023Form 5500330Goalpath Fi360 2060 Moderate Portfolio
2023Form 5500331Donaldson Rising Dividend Cornerstone Fund
2023Form 5500332Matrix Trust Multi-Manager Stable Value Fund
2023Form 5500333Donaldson Capital Preservation Fund
2023Form 55003343edge Targetrisk Conservative Fund
2023Form 55003353edge Targetrisk Moderate Fund
2023Form 55003363edge Targetrisk Growth Fund
2023Form 5500337Highland Capital Management Smid Core Alpha Fund
2023Form 5500338Highland Capital Management Core Fixed Fund
2023Form 5500340Wealthplan Partners Dividend Aristocrats Portfolio
2022Form 5500001Keith Fowler Farms Retirement Plan6
2022Form 5500139Managed Retirement Funds Conservative
2022Form 5500140Managed Retirement Funds Balanced
2022Form 5500141Managed Retirement Funds Growth
2022Form 5500142Managed Retirement Funds Aggressive
2022Form 5500143Managed Retirement Funds Moderate
2022Form 5500162Starpath Starcore I
2022Form 5500163Starpath Starcore Ii
2022Form 5500164Starpath Starcore Iii
2022Form 5500165Starpath Starcore Iv
2022Form 5500166Starpath Starcore Global Value Fund
2022Form 5500167Starpath Starcore US Fund
2022Form 5500168Starpath Starcore International Fund
2022Form 5500169Startrack Retirement Income Fund
2022Form 5500171Starpath Startrack 2030 Fund
2022Form 5500172Starpath Startrack 2040 Fund
2022Form 5500218Retirement Advocate Funds Conservative
2022Form 5500219Retirement Advocate Funds Moderate Conservative
2022Form 5500220Retirement Advocate Funds Moderate
2022Form 5500221Retirement Advocate Funds Moderate Aggressive
2022Form 5500222Retirement Advocate Funds Aggressive
2022Form 5500229Managed Retirement Funds Real Asset
2022Form 5500266Starpath Startrack 2050 Fund
2022Form 5500267Strategic Roadmap Aggressive Fund
2022Form 5500268Strategic Roadmap Balanced Fund
2022Form 5500269Strategic Roadmap Conservative Fund
2022Form 5500270Strategic Roadmap Growth Fund
2022Form 5500271Strategic Roadmap Moderate Fund
2022Form 5500300Goalpath Fi360 2020 Indexed Aggressive Portfolio
2022Form 5500301Goalpath Fi360 2020 Indexed Conservative Portfolio
2022Form 5500302Goalpath Fi360 2020 Indexed Moderate Portfolio
2022Form 5500303Goalpath Fi360 2030 Indexed Aggressive Portfolio
2022Form 5500304Goalpath Fi360 2030 Indexed Conservative Portfolio
2022Form 5500305Goalpath Fi360 2030 Indexed Moderate Portfolio
2022Form 5500306Goalpath Fi360 2040 Indexed Aggressive Portfolio
2022Form 5500307Goalpath Fi360 2040 Indexed Conservative Portfolio
2022Form 5500308Goalpath Fi360 2040 Indexed Moderate Portfolio
2022Form 5500309Goalpath Fi360 2050 Indexed Aggressive Portfolio
2022Form 5500310Goalpath Fi360 2050 Indexed Conservative Portfolio
2022Form 5500311Goalpath Fi360 2050 Indexed Moderate Portfolio
2022Form 5500312Goalpath Fi360 2060 Indexed Aggressive Portfolio
2022Form 5500313Goalpath Fi360 2060 Indexed Conservative Portfolio
2022Form 5500314Goalpath Fi360 2060 Indexed Moderate Portfolio
2022Form 5500315Starpath Startrack 2060 Fund
2022Form 5500316Goalpath Fi360 2020 Aggressive Portfolio
2022Form 5500317Goalpath Fi360 2020 Conservative Portfolio
2022Form 5500318Goalpath Fi360 2020 Moderate Portfolio
2022Form 5500319Goalpath Fi360 2030 Aggressive Portfolio
2022Form 5500320Goalpath Fi360 2030 Conservative Portfolio
2022Form 5500321Goalpath Fi360 2030 Moderate Portfolio
2022Form 5500322Goalpath Fi360 2040 Aggressive Portfolio
2022Form 5500323Goalpath Fi360 2040 Conservative Portfolio
2022Form 5500324Goalpath Fi360 2040 Moderate Portfolio
2022Form 5500325Goalpath Fi360 2050 Aggressive Portfolio
2022Form 5500326Goalpath Fi360 2050 Conservative Portfolio
2022Form 5500327Goalpath Fi360 2050 Moderate Portfolio
2022Form 5500328Goalpath Fi360 2060 Aggressive Portfolio
2022Form 5500329Goalpath Fi360 2060 Conservative Portfolio
2022Form 5500330Goalpath Fi360 2060 Moderate Portfolio
2022Form 5500331Donaldson Rising Dividend Cornerstone Fund
2022Form 5500332Matrix Trust Multi-Manager Stable Value Fund
2022Form 5500333Donaldson Capital Preservation Fund
2022Form 55003343edge Targetrisk Conservative Fund
2022Form 55003353edge Targetrisk Moderate Fund
2022Form 55003363edge Targetrisk Growth Fund
2021Form 5500001Iotc Investment Plan1
2021Form 5500139Managed Retirement Funds Conservative
2021Form 5500140Managed Retirement Funds Balanced
2021Form 5500141Managed Retirement Funds Growth
2021Form 5500142Managed Retirement Funds Aggressive
2021Form 5500143Managed Retirement Funds Moderate
2021Form 5500162Starpath Starcore I
2021Form 5500163Starpath Starcore Ii
2021Form 5500164Starpath Starcore Iii
2021Form 5500165Starpath Starcore Iv
2021Form 5500166Starpath Starcore Global Value Fund
2021Form 5500167Starpath Starcore US Fund
2021Form 5500168Starpath Starcore International Fund
2021Form 5500169Startrack Retirement Income Fund
2021Form 5500171Starpath Startrack 2030 Fund
2021Form 5500172Starpath Startrack 2040 Fund
2021Form 5500218Retirement Advocate Funds Conservative
2021Form 5500219Retirement Advocate Funds Moderate Conservative
2021Form 5500220Retirement Advocate Funds Moderate
2021Form 5500221Retirement Advocate Funds Moderate Aggressive
2021Form 5500222Retirement Advocate Funds Aggressive
2021Form 5500229Managed Retirement Funds Real Asset
2021Form 5500266Starpath Startrack 2050 Fund
2021Form 5500267Strategic Roadmap Aggressive Fund
2021Form 5500268Strategic Roadmap Balanced Fund
2021Form 5500269Strategic Roadmap Conservative Fund
2021Form 5500270Strategic Roadmap Growth Fund
2021Form 5500271Strategic Roadmap Moderate Fund
2021Form 5500300Goalpath Fi360 2020 Indexed Aggressive Portfolio
2021Form 5500301Goalpath Fi360 2020 Indexed Conservative Portfolio
2021Form 5500302Goalpath Fi360 2020 Indexed Moderate Portfolio
2021Form 5500303Goalpath Fi360 2030 Indexed Aggressive Portfolio
2021Form 5500304Goalpath Fi360 2030 Indexed Conservative Portfolio
2021Form 5500305Goalpath Fi360 2030 Indexed Moderate Portfolio
2021Form 5500306Goalpath Fi360 2040 Indexed Aggressive Portfolio
2021Form 5500307Goalpath Fi360 2040 Indexed Conservative Portfolio
2021Form 5500308Goalpath Fi360 2040 Indexed Moderate Portfolio
2021Form 5500309Goalpath Fi360 2050 Indexed Aggressive Portfolio
2021Form 5500310Goalpath Fi360 2050 Indexed Conservative Portfolio
2021Form 5500311Goalpath Fi360 2050 Indexed Moderate Portfolio
2021Form 5500312Goalpath Fi360 2060 Indexed Aggressive Portfolio
2021Form 5500313Goalpath Fi360 2060 Indexed Conservative Portfolio
2021Form 5500314Goalpath Fi360 2060 Indexed Moderate Portfolio
2021Form 5500315Starpath Startrack 2060 Fund
2021Form 5500316Goalpath Fi360 2020 Aggressive Portfolio
2021Form 5500317Goalpath Fi360 2020 Conservative Portfolio
2021Form 5500318Goalpath Fi360 2020 Moderate Portfolio
2021Form 5500319Goalpath Fi360 2030 Aggressive Portfolio
2021Form 5500320Goalpath Fi360 2030 Conservative Portfolio
2021Form 5500321Goalpath Fi360 2030 Moderate Portfolio
2021Form 5500322Goalpath Fi360 2040 Aggressive Portfolio
2021Form 5500323Goalpath Fi360 2040 Conservative Portfolio
2021Form 5500324Goalpath Fi360 2040 Moderate Portfolio
2021Form 5500325Goalpath Fi360 2050 Aggressive Portfolio
2021Form 5500326Goalpath Fi360 2050 Conservative Portfolio
2021Form 5500327Goalpath Fi360 2050 Moderate Portfolio
2021Form 5500328Goalpath Fi360 2060 Aggressive Portfolio
2021Form 5500329Goalpath Fi360 2060 Conservative Portfolio
2021Form 5500330Goalpath Fi360 2060 Moderate Portfolio
2021Form 5500331Donaldson Rising Dividend Cornerstone Fund
2020Form 5500001Keith Fowler Farms Retirement Plan Retirement Plan6
2020Form 5500115Tops Conservative Portfolio
2020Form 5500116Tops Income & Growth Portfolio
2020Form 5500117Tops Balanced Portfolio
2020Form 5500118Tops Moderate Growth Portfolio
2020Form 5500119Tops Growth Portfolio
2020Form 5500120Tops Aggressive Growth Portfolio
2020Form 5500139Managed Retirement Funds Conservative
2020Form 5500140Managed Retirement Funds Balanced
2020Form 5500141Managed Retirement Funds Growth
2020Form 5500142Managed Retirement Funds Aggressive
2020Form 5500143Managed Retirement Funds Moderate
2020Form 5500162Starpath Starcore I
2020Form 5500163Starpath Starcore Ii
2020Form 5500164Starpath Starcore Iii
2020Form 5500165Starpath Starcore Iv
2020Form 5500166Starpath Starcore Global Value Fund
2020Form 5500167Starpath Starcore US Fund
2020Form 5500168Starpath Starcore International Fund
2020Form 5500169Startrack Retirement Income Fund
2020Form 5500171Starpath Startrack 2030 Fund
2020Form 5500172Starpath Startrack 2040 Fund
2020Form 5500177Tops Target Retirement Income
2020Form 5500178Tops Target Portfolio 2025
2020Form 5500179Tops Target Portfolio 2035
2020Form 5500180Tops Target Portfolio 2045
2020Form 5500206Strategic Target Income Fund
2020Form 5500207Strategic Target 2015 Fund
2020Form 5500208Strategic Target 2025 Fund
2020Form 5500209Strategic Target 2035 Fund
2020Form 5500210Strategic Target 2045 Fund
2020Form 5500218Retirement Advocate Funds Conservative
2020Form 5500219Retirement Advocate Funds Moderate Conservative
2020Form 5500220Retirement Advocate Funds Moderate
2020Form 5500221Retirement Advocate Funds Moderate Aggressive
2020Form 5500222Retirement Advocate Funds Aggressive
2020Form 5500229Managed Retirement Funds Real Asset
2020Form 5500255Strategic Target Risk Growth Fund
2020Form 5500256Strategic Target Risk Moderate Growth Fund
2020Form 5500257Strategic Target Risk Moderate Fund
2020Form 5500258Strategic Target Risk Moderately Conservative Fund
2020Form 5500259Strategic Target Risk Conservative Fund
2020Form 5500265Strategic Target 2055 Fund
2020Form 5500266Starpath Startrack 2050 Fund
2020Form 5500267Strategic Roadmap Aggressive Fund
2020Form 5500268Strategic Roadmap Balanced Fund
2020Form 5500269Strategic Roadmap Conservative Fund
2020Form 5500270Strategic Roadmap Growth Fund
2020Form 5500271Strategic Roadmap Moderate Fund
2020Form 5500272Tops Target Portfolio 2020
2020Form 5500273Tops Target Portfolio 2030
2020Form 5500274Tops Target Portfolio 2040
2020Form 5500275Tops Target Portfolio 2050
2020Form 5500276Tops Target Portfolio 2055
2020Form 5500277Tops Target Portfolio 2060
2020Form 5500300Goalpath 2020 Aggressive Portfolio
2020Form 5500301Goalpath 2020 Conservative Portfolio
2020Form 5500302Goalpath 2020 Moderate Portfolio
2020Form 5500303Goalpath 2030 Aggressive Portfolio
2020Form 5500304Goalpath 2030 Conservative Portfolio
2020Form 5500305Goalpath 2030 Moderate Portfolio
2020Form 5500306Goalpath 2040 Aggressive Portfolio
2020Form 5500307Goalpath 2040 Conservative Portfolio
2020Form 5500308Goalpath 2040 Moderate Portfolio
2020Form 5500309Goalpath 2050 Aggressive Portfolio
2020Form 5500310Goalpath 2050 Conservative Portfolio
2020Form 5500311Goalpath 2050 Moderate Portfolio
2020Form 5500312Goalpath 2060 Aggressive Portfolio
2020Form 5500313Goalpath 2060 Conservative Portfolio
2020Form 5500314Goalpath 2060 Moderate Portfolio
2020Form 5500315Starpath Startrack 2060 Fund
2020Form 5500316Goalpath 2020 Aggressive Enhanced Index Portfolio
2020Form 5500317Goalpath 2020 Conservative Enhanced Index Portfolio
2020Form 5500318Goalpath 2020 Moderate Enhanced Index Portfolio
2020Form 5500319Goalpath 2030 Aggressive Enhanced Index Portfolio
2020Form 5500320Goalpath 2030 Conservative Enhanced Index Portfolio
2020Form 5500321Goalpath 2030 Moderate Enhanced Index Portfolio
2020Form 5500322Goalpath 2040 Aggressive Enhanced Index Portfolio
2020Form 5500323Goalpath 2040 Conservative Enhanced Index Portfolio
2020Form 5500324Goalpath 2040 Moderate Enhanced Index Portfolio
2020Form 5500325Goalpath 2050 Aggressive Enhanced Index Portfolio
2020Form 5500326Goalpath 2050 Conservative Enhanced Index Portfolio
2020Form 5500327Goalpath 2050 Moderate Enhanced Index Portfolio
2020Form 5500328Goalpath 2060 Aggressive Enhanced Index Portfolio
2020Form 5500329Goalpath 2060 Conservative Enhanced Index Portfolio
2020Form 5500330Goalpath 2060 Moderate Enhanced Index Portfolio

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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