· 2022–2024 · DOL EFAST2
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Charles Schwab & Compnay
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Charles Schwab & Compnay
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
30
Total plan assets
$22.1M
Filings (rows)
1
Direct comp
$11
Indirect comp
$0
Showing only "CHARLES SCHWAB & COMPNAY"
View all 35 variants aggregated →
CHARLES SCHWAB & CO
5,225
CHARLES SCHWAB TRUST BANK
2,047
CHARLES SCHWAB BANK
647
CHARLES SCHWAB
366
CHARLES SCHWAB TRUST
183
CHARLES SCHWAB INVESTMENT MGMT
59
CHARLES SCHWAB &
29
SERVICES PROVIDED
Broker
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Hill Family Group, Inc.
Hill Family Group Retirement Plan ·
all filings
FORT WORTH, TX
Broker
30
$22.1M
$11
$0
CHARLES SCHWAB BANK/TRUST
28
CHARLES SCHWAB AND
15
CHARLES SCHWAB TRUST CO
14
CHARLES SCHWAB AND CO
12
CHARLES SCHWAB CO
11
CHARLES SCHWABTRUST BANK
9
CHARLES SCHWAB BANK TRUST
8
CHARLES SCHWAB INVESTMENT MANAGEMEN
6
CHARLES SCHWAB INSTITUTIONAL
6
CHARLES SCHWAB & CO BROKERA
6
CHARLES SCHWAB &CO
5
CHARLES SCHWAB INVESTMENT
5
CHARLES SCHWAB&CO
3
CHARLES SCHWAB RETIREMENT PLAN SERV
3
CHARLES SCHWAB INVESTMENT MNGMT
3
CHARLES SCHWAB & CO IN
2
CHARLES SCHWAB & C0
2
CHARLES SCHWAB BANKI
2
CHARLES SCHWAB INVESTMENT MGT
2
CHARLES SCHWAB & COMPNAY
1
CHARLES SCHWAB & CO AND AFFIL
1
CHARLES SCHWABB & CO
1
CHARLES SCHWAB TRUST NORTH
1
CHARLES SCHWAB& CO
1
CHARLES SCHWAB TURST BANK
1
CHARLES SCHWABB
1
CHARLES SCHWAB TTRUST CO
1
CHARLES SCHWAB BANK/
1
Charles Schwab & Compnay — Form 5500 Service Provider Profile | Form 5500 Search