Matson 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

Total plan assets

Filings (rows)

Direct comp

$54K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Concentric Partners, LLC Concentric Partners, LLC 401(k) Plan · all filings	NEW YORK, NY	Advisor / Consultant	0	$0	$54K	$0