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 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.
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.
