· 2022–2024 · DOL EFAST2
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CAHRLES SCHWAB BANK
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
1
Active participants
199
Total plan assets
$7.4M
Filings (rows)
1
Direct comp
$2K
Indirect comp
$0
SERVICES PROVIDED
Custodian
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
KINETIC ADVANTAGE, LLC
KINETIC ADVANTAGE 401(K) PLAN
CARMEL, IN
Custodian
CUSTODIAL FEES
199
$7.4M
$2K
CAHRLES SCHWAB BANK — Form 5500 Service Provider Profile | Form 5500 Search
