Badgley Phelps Wealth Managers

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

105,388

Total plan assets

$27.4B

Filings (rows)

Direct comp

$52K

Indirect comp

SERVICES PROVIDED

Other service providers4

Advisor / Consultant2

Plans served

All 6 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Other service providers	32,145	$8.9B	$6K	$0
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Advisor / Consultant	34,203	$8.0B	$5K	$0
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Advisor / Consultant	33,913	$6.6B	$5K	$0
Washington Permanente Medical Group, P.C. WPMG 401(k) Retirement Savings Plan · all filings	RENTON, WA	Other service providers	1,654	$1.5B	$13K	$0
Washington Permanente Medical Group, P.C. WPMG 401(k) Retirement Savings Plan · all filings	RENTON, WA	Other service providers	1,713	$1.3B	$11K	$0
Washington Permanente Medical Group, P.C. WPMG 401(k) Retirement Savings Plan · all filings	RENTON, WA	Other service providers	1,760	$1.1B	$11K	$0