Charles Schwab & C0

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

83,758

Total plan assets

$10.6B

Filings (rows)

Direct comp

$19K

Indirect comp

Showing only "CHARLES SCHWAB & C0"

View all 35 variants aggregated →

CHARLES SCHWAB & CO5,089 CHARLES SCHWAB TRUST BANK1,976 CHARLES SCHWAB BANK628 CHARLES SCHWAB361 CHARLES SCHWAB TRUST176 CHARLES SCHWAB INVESTMENT MGMT59 CHARLES SCHWAB &28

SERVICES PROVIDED

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Advocate Aurora Health, Inc. Advocate Aurora Health 401(k) Plan · all filings	MILWAUKEE, WI	Other service providers	83,445	$10.5B	$18K	$0
Manning & Napier Advisors, LLC Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan · all filings	FAIRPORT, NY	Other service providers	313	$151.6M	$1K	$0