THE CHARLES SCHWAB CORPORATION 401(k) Plan
What public Form 5500 filings show about the THE CHARLES SCHWAB CORPORATION 401(k) plan — and how to find and check your own account.
The THE CHARLES SCHWAB CORPORATION 401(k) on its latest Form 5500
THE CHARLES SCHWAB CORPORATION (EIN 94-3025021) reports SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $8.9B in plan assets across 32,145 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 THE CHARLES SCHWAB CORPORATION filing — schedules, fees, and providers.
Who runs the THE CHARLES SCHWAB CORPORATION 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE CHARLES SCHWAB CORPORATION 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MOLLER WEALTH PARTNERS, GYL FINANCIAL SYNERGIES, HERITAGE FINANCIAL SERVICES, LONGVIEW FINANCIAL ADVISORS LL, EMPIRICAL FINANCIAL SERVICES L, CARY STREET PARTNERS.
How to check your THE CHARLES SCHWAB CORPORATION 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask THE CHARLES SCHWAB CORPORATION 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).