PLAN SPONSOR SERVICES, LLC
CRD #130009 SEC #801-62977 PHOENIX, AZ 602-277-4570
SEC Registered
Total AUM
$8.5M
Discretionary
$0
Employees
5
Clients
--
Accounts
3
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 5, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DOKU, JOSEPH, PETER | I | PRESIDENT | NA | Control |
| MOSER, RICHARD, LEE | I | PRESIDENT | NA | Control |
| MOSER, RICHARD, LEE | I | PRESIDENT | NA | Control |
| MATTHEWS, GOLD, KENNEDY & SNOW, INC | DE | PARTNER | D | Control |
| MATTHEWS, GOLD, KENNEDY & SNOW, INC | DE | PARTNER | D | Control |
| MATTHEWS, GOLD, KENNEDY & SNOW, INC | DE | PARTNER | D | Control |
| MATTHEWS, GOLD, KENNEDY & SNOW, INC | DE | MEMBER | D | Control |
| MATTHEWS, GOLD, KENNEDY & SNOW, INC | DE | PARTNER | D | Control |
| MATTHEWS, GOLD, KENNEDY & SNOW, INC | DE | PARTNER | D | Control |
| MATTHEWS, GOLD, KENNEDY & SNOW, INC | DE | MEMBER | D | Control |
| MATTHEWS, GOLD, KENNEDY & SNOW, INC | DE | MEMBER | D | Control |
| MATTHEWS, GOLD, KENNEDY & SNOW, INC | DE | MEMBER | D | Control |
| TADDIE, STEPHEN, JOHN | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| TADDIE, STEPHEN, JOHN | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| TADDIE, STEPHEN, JOHN | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| TADDIE, STEPHEN, JOHN | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| TADDIE, STEPHEN, JOHN | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| TADDIE, STEPHEN, JOHN | I | PARTNER | D | Control |
| TADDIE, STEPHEN, JOHN | I | MEMBER | D | Control |
| TADDIE, STEPHEN, JOHN | I | MEMBER | D | Control |
| TADDIE, STEPHEN, JOHN | I | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GOLD, ALAN | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| GOLD, ALAN | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| GOLD, ALAN | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| GOLD, ALAN | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| GOLD, ALAN | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| GOLD, ALAN | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| GOLD, ALAN | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| GOLD, ALAN | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| KENNEDY, SHARON | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| KENNEDY, SHARON | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| KENNEDY, SHARON | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| KENNEDY, SHARON | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| KENNEDY, SHARON | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| KENNEDY, SHARON | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| KENNEDY, SHARON | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| KENNEDY, SHARON | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| MATTHEWS, STEVEN | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| MATTHEWS, STEVEN | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| MATTHEWS, STEVEN | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| MATTHEWS, STEVEN | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| MATTHEWS, STEVEN | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| MATTHEWS, STEVEN | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| MATTHEWS, STEVEN | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| MATTHEWS, STEVEN | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| SNOW, RUSSELL | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| SNOW, RUSSELL | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| SNOW, RUSSELL | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| SNOW, RUSSELL | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| SNOW, RUSSELL | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| SNOW, RUSSELL | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| SNOW, RUSSELL | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
| SNOW, RUSSELL | I | MATTHEWS GOLD KENNEDY & SNOW | C | Control |
Registrations
Federal
IA
Feb 5, 2007 REGISTERED
Notice Filings (1)
AZ
Address
2200 E. CAMELBACK RD#130-B
PHOENIX, AZ 85016
USA
Phone: 602-277-4570