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MATRIX TRUST COMPANY

117 known aliases resolved via the canonical alias map

Market position · 2024

Plans served654-28 YoYRank #49 of mapped providers
Assets under administration$102.3B0.1%Market share · rank #132
Fees received$11MMedian $0/planSum across Schedule C direct + indirect
Net wins YoY-2873 won · 101 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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