Charles Trust Schwab Bank

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

2,240

Total plan assets

$120.6M

Filings (rows)

Direct comp

$29K

Indirect comp

$6K

SERVICES PROVIDED

Other service providers3

Custodian3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Taylor United, Inc. Taylor United, Inc. 401(k) Plan · all filings	SHELTON, WA	Other service providers	497	$32.8M	$10K	$0
Taylor United, Inc. Taylor United, Inc. 401(k) Plan · all filings	SHELTON, WA	Other service providers	611	$29.1M	$9K	$0
Taylor United, Inc. Taylor United, Inc. 401(k) Plan · all filings	SHELTON, WA	Other service providers	489	$25.5M	$10K	$0
California Rural Legal Assistance, Inc. California Rural Legal Assistance, Inc. 401(k) Retirement Savings Plan · all filings	MODESTO, CA	Custodian	231	$12.6M	$0	$2K
California Rural Legal Assistance, Inc. California Rural Legal Assistance, Inc. 401(k) Retirement Savings Plan · all filings	MODESTO, CA	Custodian	222	$11.3M	$0	$3K
California Rural Legal Assistance, Inc. California Rural Legal Assistance, Inc. 401(k) Retirement Savings Plan · all filings	OAKLAND, CA	Custodian	190	$9.4M	$0	$2K