Shade Tree Partners

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

682

Total plan assets

$29.9M

Filings (rows)

Direct comp

$77K

Indirect comp

$27K

SERVICES PROVIDED

Advisor / Consultant5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Meadows Mental Health Policy Institute for Texas Meadows Mental Health Policy Institute for Texas 401(k) Plan · all filings	DALLAS, TX	Advisor / Consultant	134	$11.6M	$41K	$0
The Meadows Mental Health Policy Institute for Texas Meadows Mental Health Policy Institute for Texas 401(k) Plan · all filings	DALLAS, TX	Advisor / Consultant	132	$9.0M	$36K	$0
SWC Group, LP SWC Group, LP Retirement Savings Plan · all filings	CARROLLTON, TX	Advisor / Consultant	126	$3.4M	$0	$9K
SWC Group, LP SWC Group, LP Retirement Savings Plan · all filings	CARROLLTON, TX	Advisor / Consultant	114	$3.2M	$0	$10K
SWC Group, LP SWC Group, LP Retirement Savings Plan · all filings	CARROLLTON, TX	Advisor / Consultant	176	$2.8M	$0	$8K