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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Hart Howerton Holdings, Ltd. Hart Howerton Employee Stock Ownership Plan · all filings	SAN FRANCISCO, CA	Investment manager	137	$25.3M	$18K	$0
F & V Companies Inc. Fleis & Vandenbrink Engineering Inc. Employee Stock Ownership Plan · all filings	GRAND RAPIDS, MI	Investment manager	296	$22.9M	$10K	$0
F & V Companies Inc. Fleis & Vandenbrink Engineering Inc. Employee Stock Ownership Plan · all filings	GRAND RAPIDS, MI	Investment manager	272	$16.1M	$9K	$0