MG Trust d/b/a Matrix Trust

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

$115K

Indirect comp

Showing only "MG TRUST D/B/A MATRIX TRUST"

View all 8 variants aggregated →

MG TRUST41 MG TRUST DBA MATRIX TRUST C24 MG TRUST DBA MATRIX TRUST10 MG TRUST CO DBA MATRIX TRUST CO6 MG TRUST & MSCS3 MG TRUST D/B/A MATRIX TRUST3 MG TRUST CO D/B/A MATRIX TRUST CO3

SERVICES PROVIDED

Trustee3

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	Trustee	254	$55.4M	$61K	$0
Sharp REES-Stealy Medical Group, Inc. Sharp REES-Stealy Medical Group, Inc. Cash Balance Pension Plan · all filings	SAN DIEGO, CA	Trustee	251	$49.4M	$27K	$0
Sharp REES-Stealy Medical Group, Inc. Sharp REES-Stealy Medical Group, Inc. Cash Balance Pension Plan · all filings	SAN DIEGO, CA	Trustee	248	$41.4M	$27K	$0