Page 4 - 401K Matrix
P. 4
Take advantage of pricing
and services that many
large employers enjoy.
Access investments that you may
not be able to get on your own
MEP is named administrator &
fiduciary 3(16)*
Collective Plan Pricing
This is the power of The 401(k)
Matrix MEP
Noel Trias, MSFS, AIF®, PPC™
760.432.9612
Noel.Trias@Pensionmark.com
Tuyen (Twin) Pham, MBA, C(k)P®, AIF®
949.261.2093
Tuyen.Pham@Pensionmark.com
*Pensionmark Financial Group, LLC does not act as a 3(16) Fiduciary.
Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment
Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC
(member SIPC).

