Matrix Financial Solutions MFS

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

753

Total plan assets

$146.2M

Filings (rows)

Direct comp

$308K

Indirect comp

Showing only "MATRIX FINANCIAL SOLUTIONS MFS"

View all 2 variants aggregated →

MATRIX FINANCIAL SOLUTIONS89 MATRIX FINANCIAL SOLUTIONS MFS3

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sharp REES-Stealy Medical Group, Inc. Sharp REES-Stealy Medical Group, Inc. Cash Balance Pension Plan · all filings	SAN DIEGO, CA	Other service providers	254	$55.4M	$27K	$0
Sharp REES-Stealy Medical Group, Inc. Sharp REES-Stealy Medical Group, Inc. Cash Balance Pension Plan · all filings	SAN DIEGO, CA	Other service providers	251	$49.4M	$154K	$0
Sharp REES-Stealy Medical Group, Inc. Sharp REES-Stealy Medical Group, Inc. Cash Balance Pension Plan · all filings	SAN DIEGO, CA	Other service providers	248	$41.4M	$127K	$0