Vendor Details
Matrix Trust Company
Vendor ID: 1969
Enrollment and Questions
Use the following contact information to enroll or ask questions.
E-mail:
Address:
Website:
Phone:
(803) 354-5003
E-mail:
Address:
c/o PenServ Plan Services, Inc.
P.O. Box 3109
West Columbia, SC 29171
P.O. Box 3109
West Columbia, SC 29171
In-person:
Type of Vendor: Nonbank Custodian
Range of Services, Counseling and Educational Services
Range of Services
Counseling and Educational Services
Provided By:
Provided By:
Service Type:
Additional Service Information:
Financial Strength and Stability
$1,000,000,000.00
Statement of Experience
43 years offering 403(b) products under public employer retirement plans in California.
43 years offering 403(b) products under public employer retirement plans in the U.S.
43 years offering 403(b) products under public employer retirement plans in the U.S.
Federal and State Law Compliance
Ability to Comply:
Yes
Compliance Procedures:
Compliance Procedures: