The Charles Schwab Corporation (EIN 94-3025021) has filed 5 Form 5500 plans with the U.S. Department of Labor, covering $8.9B in plan assets and 160,857 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Schwabplan Retirement Savings and Investment Plan | 002 | 32,145 | $8.9B |
| The Charles Schwab Business Travel Accident Insurance Plan | 507 | 32,178 | $0 |
| The Charles Schwab Severance PAY Plan | 509 | 32,178 | $0 |
| The Charles Schwab Group Life, Accidental Death and Dismemberment, Death Benefit, Medical, Dental and Vision Plan | 501 | 32,178 | $0 |
| The Charles Schwab Disability Plan |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
94-3025021 is the Employer Identification Number (EIN) The Charles Schwab Corporation reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Texas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| 506 |
| 32,178 |
| $0 |
