Matrix Settlement and Clearing

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

659

Total plan assets

$24.6M

Filings (rows)

Direct comp

$21K

Indirect comp

Showing only "MATRIX SETTLEMENT AND CLEARING"

View all 4 variants aggregated →

MATRIX SETTLEMENT AND CLEARING3 MATRIX SETTLEMENT & CLEARANCE SVS3 MATRIX SETTLEMENT AND CLEARANCE SER3 MATRIX SETTLEMENT & CLEARANCE SERVI1

SERVICES PROVIDED

Custodian3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Transitions - Mental Health Association T-MHA Pension Plan · all filings	SAN LUIS OBISPO, CA	Custodian	239	$9.7M	$7K	$0
Transitions - Mental Health Association T-MHA Pension Plan · all filings	SAN LUIS OBISPO, CA	Custodian	243	$8.3M	$5K	$0
Transitions - Mental Health Association T-MHA Pension Plan · all filings	SAN LUIS OBISPO, CA	Custodian	177	$6.7M	$8K	$0