MATHESON FINANCIAL ADVISORS

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

Active participants

705

Total plan assets

$64.3M

Filings (rows)

Direct comp

$37K

Indirect comp

SERVICES PROVIDED

Investment manager3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
HART HOWERTON HOLDINGS, LTD. HART HOWERTON EMPLOYEE STOCK OWNERSHIP PLAN	SAN FRANCISCO, CA	Investment manager NONE	137	$25.3M	$18K
F & V COMPANIES INC FLEIS & VANDENBRINK ENGINEERING INC EMPLOYEE STOCK OWNERSHIP PLAN	GRAND RAPIDS, MI	Investment manager NONE	296	$22.9M	$10K
F & V COMPANIES INC