Charles Schwab &Co

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

2,611

Total plan assets

$847.1M

Filings (rows)

Direct comp

$4K

Indirect comp

Showing only "CHARLES SCHWAB &CO"

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 providers3

Broker1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Davis Wright Tremaine LLP Davis Wright Tremaine LLP 401(k) Profit Sharing Plan · all filings	SEATTLE, WA	Other service providers	1,468	$747.7M	$3K	$0
OPUS Solutions, LLC OPUS Solutions, LLC 401(k) Retirement Plan · all filings	BEAVERTON, OR	Other service providers	424	$36.1M	$135	$0
Finemark National Bank & Trust Finemark National Bank & Trust 401(k) Plan · all filings	FORT MYERS, FL	Broker	254	$32.7M	$444	$0
OPUS Solutions, LLC OPUS Solutions, LLC 401(k) Retirement Plan · all filings	BEAVERTON, OR	Other service providers	465	$30.6M	$195	$0