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CHARLES & HELEN SCHWAB FOUNDATION — THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250213104033NAL0021978577001
CHARLES & HELEN SCHWAB FOUNDATION
Form 5500-SF
FILING_RECEIVED
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN
403(b) retirement plan
Active participants
7
Accounts w/ balance
11
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHARLES & HELEN SCHWAB FOUNDATION
.
Find decision makers
Plan sponsor
Name
CHARLES & HELEN SCHWAB FOUNDATION
EIN
94-3374170
Address
201 MISSION STREET, SUITE 1950 · SAN FRANCISCO, CA · 941052516
Phone
(415) 795-4920
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-13
Pension benefit codes
2M · 403(b)(7) custodial accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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No Schedule C compensation disclosed — likely a small plan or unbundled.
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