What public Form 5500 filings show about the Charles B. Schwed Co., LLC 401(k) plan — and how to find and check your own account.
Charles B. Schwed Co., LLC (EIN 83-1438575) reports CHARLES B. SCHWED CO., LLC RETIREMENT PLAN on its most recent Form 5500, with $30K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Charles B. Schwed Co., LLC filing — schedules, fees, and providers.
Charles B. Schwed Co., LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Charles B. Schwed Co., LLCHR for the recordkeeper’s name and login.
