MATRIX TRUST COMPANY

117 known aliases resolved via the canonical alias map

Market position · 2024

Plans served648-34 YoYRank #49 of mapped providers

Assets under administration$101.2B0.1%Market share · rank #132

Fees received$11MMedian $0/planSum across Schedule C direct + indirect

Net wins YoY-2873 won · 101 lostPlan-level switch detection

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