BROADRIDGE MATRIX
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
17
Active participants
17,423
Total plan assets
$2.1B
Filings (rows)
17
Direct comp
$394K
Indirect comp
$6
Aggregating 2 name variants under "BROADRIDGE MATRIX"
SERVICES PROVIDED
Other12
Trustee3
Custodian2
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| MANAGED RETIREMENT CONSERVATIVE | 3 |
| DFE | 3 |
| MANAGED RETIREMENT FUNDS BALANCED | 3 |
| MANAGED RETIREMENT FUNDS MODERATE | 3 |
| MANAGED RETIREMENT FUNDS GROWTH | 3 |
| MANAGED RETIREMENT FUNDS REAL ASSET | 3 |
| MANAGED RETIREMENT FUNDS AGGRESSIVE | 3 |
Top plans served
All 17 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 DEFINED CONTRIBUTION PLAN U. A. LOCAL NO. 393 DEFINED CONTRIBUTION PLAN | SAN JOSE, CA | Other NONE | 2,095 | $772.0M | $64K |
| BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 DEFINED CONTRIBUTION PLAN U. A. LOCAL NO. 393 DEFINED CONTRIBUTION PLAN | SAN JOSE, CA | Other NONE | 2,144 | $696.1M | $96K |
| BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 HEALTH AND WELFARE TRUST U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN | SAN JOSE, CA | Other NONE | 2,058 | $195.3M | $30K |
| BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 HEALTH AND WELFARE TRUST F U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN | SAN JOSE, CA | Other NONE | 2,082 | $185.3M | $27K |
| PRIVATE DIAGNOSTIC CLINIC PLLC PDC CASH BALANCE PENSION PLAN | DURHAM, NC | Other NONE | 283 | $50.5M | $15K |
| BOARD OF TRUSTEES-OREGON LABORERS- EMPLOYERS PENSION TRUST FUND OREGON LABORERS-EMPLOYERS DEFINED CONTRIBUTION AND 401(K) PLAN | PORTLAND, OR | Other NONE | 4,003 | $21.0M | $11K |
| CENTREVILLE SAVINGS BANK PENSION PLAN FOR EMPLOYEES OF CENTREVILLE SAVINGS BANK | WEST WARWICK, RI | Trustee TRUSTEE | 25 | $19.9M | $5K |
| MONTANA RETIREMENT CHOICES MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS MONTANA RETIREMENT CHOICES MULTIPLE EMPLOYER PLAN AS ADOPTED BY MANITO SUPER 1 FOODS, INC. | WHITE PLAINS, NY | Custodian CUSTODIAN | 640 | $19.7M | $6K |
| CENTREVILLE SAVINGS BANK PENSION PLAN FOR EMPLOYEES OF CENTREVILLE SAVINGS BANK | WEST WARWICK, RI | Trustee TRUSTEE | 24 | $19.4M | $6K |
| CENTREVILLE SAVINGS BANK PENSION PLAN FOR EMPLOYEES OF CENTREVILLE SAVINGS BANK | WEST WARWICK, RI | Trustee TRUSTEE | 28 | $19.2M | $5K |
| BOARD OF TRUSTEES-OREGON LABORERS- EMPLOYERS PENSION TRUST FUND OREGON LABORERS-EMPLOYERS DEFINED CONTRIBUTION AND 401(K) PLAN | PORTLAND, OR | Other NONE | 3,553 | $18.0M | $10K |
| HALE MAKUA HALE MAKUA-MASTER TRUST | KAHULUI, HI | Other NONE | — | $17.9M | $37K |
| HALE MAKUA HALE MAKUA-MASTER TRUST | KAHULUI, HI | Other NONE | — | $16.7M | $38K |
| HUTCHINSON SEALING SYSTEMS, INC. HUTCHINSON SEALING SYSTEMS, INC. RETIREMENT PLAN | AUBURN HILLS, MI | Other NONE | 111 | $4.9M | $9K |
| NR PARENTCO LLC NR PARENTCO LLC RETIREMENT PLAN | DENVER, CO | Custodian CUSTODIAN | 377 | $964K | $0 |
| HALE MAKUA HALE MAKUA-MASTER TRUST | KAHULUI, HI | Other NONE | — | $416K | $35K |
| HUTCHINSON SEALING SYSTEMS, INC. HUTCHINSON SEALING SYSTEMS, INC. RETIREMENT PLAN | AUBURN HILLS, MI | Other NONE | 0 | $0 | $0 |