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  2. Patterson Schwartz and Associates, Inc.

Filings through Oct 24, 2026.

Patterson Schwartz and Associates, Inc.

EIN 51-0096693-non-profit organization management-Latest filing 2025
Plans
1
Retirement
1
$11.9M assets
Health & Benefits
0
Participants
45
7234 LANCASTER PIKE, SUITE 200B - HOCKESSIN, DE 19707302-239-3830LinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
1 filing
#003401(k)-$11.9M - 45 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#003

PATTERSON-SCHWARTZ AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$11.9M
Participants45
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003PATTERSON-SCHWARTZ AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401(k)$11.9M452025
  • PATTERSON-SCHWARTZ AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN$11.9M
    #003 · 401(k) · 202545
Retirement plans
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