Total Schwab

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

428

Total plan assets

$137.5M

Filings (rows)

Direct comp

Indirect comp

$14K

SERVICES PROVIDED

Custodian3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Patterson & Sheridan, LLP Patterson & Sheridan, LLP Profit Sharing 401(k) Plan · all filings	HOUSTON, TX	Custodian	137	$53.7M	$0	$5K
Patterson & Sheridan, LLP Patterson & Sheridan, LLP Profit Sharing 401(k) Plan · all filings	HOUSTON, TX	Custodian	152	$45.8M	$0	$5K
Patterson & Sheridan, LLP Patterson & Sheridan, LLP Profit Sharing 401(k) Plan · all filings	HOUSTON, TX	Custodian	139	$38.0M	$0	$4K