Charles Schwab Investment MGT

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

547

Total plan assets

$326.0M

Filings (rows)

Direct comp

$34K

Indirect comp

Showing only "CHARLES SCHWAB INVESTMENT MGT"

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 BANK/TRUST28

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
Stradley, Ronon, Stevens & Young, LLP Stradley, Ronon, Stevens & Young, LLP Retirement Plan I · all filings	PHILADELPHIA, PA	Other service providers	270	$176.2M	$17K	$0
Stradley, Ronon, Stevens & Young, LLP Stradley, Ronon, Stevens & Young, LLP Retirement Plan I · all filings	PHILADELPHIA, PA	Other service providers	277	$149.8M	$17K	$0