Matrix Wealth Management

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

344

Total plan assets

$11.7M

Filings (rows)

Direct comp

$55K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
GMS Concrete Specialists, Inc. GMS Concrete Specialists, Inc. 401(k) Profit Sharing Plan · all filings	PHOENIX, AZ	Advisor / Consultant	127	$5.0M	$25K	$0
GMS Concrete Specialists, Inc. GMS Concrete Specialists, Inc. 401(k) Profit Sharing Plan · all filings	PHOENIX, AZ	Advisor / Consultant	109	$3.9M	$16K	$0
GMS Concrete Specialists, Inc. GMS Concrete Specialists, Inc. 401(k) Profit Sharing Plan · all filings	PHOENIX, AZ	Advisor / Consultant	108	$2.8M	$14K	$0