Matrix Trust Company: who to call about your old retirement account

Strategic Roadmap Balanced Fund. DENVER, CO. From the plan’s 2025 filing with the U.S. Department of Labor.

Good news: this plan is still running.

It filed for 2025, so if you left money in it, the account should still be there under your name. One phone call usually finds it.

Is this your plan?

From the plan’s public filings. Check that it sounds like the place you worked.

Employer: Matrix Trust Company
Address on file: Denver, CO · 80202
Plan: Strategic Roadmap Balanced Fund
When: Still running: latest filing is for 2025Has filed since 2019
Size: about $110 million in total

Not the right one? Matrix Trust Company has 8 other retirement plans:

Keith Fowler Farms Retirement Plan · 401(k) plan · 6 people · filed 2025
Managed Retirement Funds Balanced · filed 2025
Starpath Starcore II · filed 2025
Managed Retirement Funds Aggressive · filed 2025
Managed Retirement Funds Moderate · filed 2025
Starpath Starcore I · filed 2025
Managed Retirement Funds Growth · filed 2025
Managed Retirement Funds Conservative · filed 2025

Doesn’t sound like it? Search again. Try the company’s legal name, or the name it had when you worked there.

Get this plan’s contact details, free

Tell us where to send them and we’ll email you a link that opens:

✓ The phone number on the plan’s filing
✓ What to say on the call, word for word
✓ The plan ID numbers they will ask you for

If nobody can find you

These official and non-profit registries are free:

DOL Abandoned Plan Search ↗
plans wound down by a custodian after the employer walked away
DOL Retirement Savings Lost & Found ↗
the Department of Labor’s registry of accounts owed to former participants
National Registry of Unclaimed Retirement Benefits ↗
employers and plan administrators list balances they could not deliver
Your state’s unclaimed property office ↗
uncashed distribution checks often end up here

Want a licensed advisor to help?

Optional, free, and no obligation. An advisor can help you track the account down, then roll it into an IRA or your current employer’s plan and keep it invested. You do not need this to use anything above.

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I am asking 401kHunter to connect me with a licensed financial advisor about my old retirement account. I agree that 401kHunter may share my request and contact details with the one licensed advisor it matches me with, and that 401kHunter and that advisor may email me about it. The advisor may pay 401kHunter for the introduction. This is free for me and I am under no obligation. My details will not be used for anything else, or sold or shared with anyone else, without my consent.

401kHunter is not affiliated with, endorsed by, or connected to MATRIX TRUST COMPANY. Plan figures on this page come from public U.S. Department of Labor Form 5500 filings and reflect the plan’s final reported year. This page is educational and is not investment, tax, or legal advice.