How big is Schwab Business Services, LLC's plan?

Schwab Business Services, LLC's plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20251014175106NAL0007071074001

Schwab Business Services, LLC

Name: Schwab Business Services, LLC — Schwab Business, Form 5500 (2024)
Creator: Schwab Business Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schwab Business Services, LLC Pension Plan

401(k) retirement plan · Schwab Business Services, LLC's Schwab Business Services, LLC Pension Plan held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Christine H. Schwab signed Schwab Business Services, LLC's 2024 Form 5500 as plan administrator.

Christine H. Schwab — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Schwab Business Services, LLC's EIN is 20-1891927.

EIN 20-1891927

Plan number 001

Plan year 2024

ACK ID 20251014175106NAL0007071074001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schwab Business Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schwab Business Services, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHWAB BUSINESS SERVICES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score