SCHWAAB, INC. 401(k) Plan
What public Form 5500 filings show about the SCHWAAB, INC. 401(k) plan — and how to find and check your own account.
The SCHWAAB, INC. 401(k) on its latest Form 5500
SCHWAAB, INC. (EIN 39-0602450) reports SCHWAAB, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $13.6M in plan assets across 111 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 SCHWAAB, INC. filing — schedules, fees, and providers.
Who runs the SCHWAAB, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is JPMORGAN INVEST HOLDINGS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SCHWAAB, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO.
How to check your SCHWAAB, INC. 401(k)
- Log in to JPMORGAN INVEST HOLDINGS’s participant portal (the site on your statements).
- Ask SCHWAAB, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).