Charles Schwab Investment Mngmt

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

1,843

Total plan assets

$1.6B

Filings (rows)

Direct comp

$3K

Indirect comp

Showing only "CHARLES SCHWAB INVESTMENT MNGMT"

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

Broker3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Putnam Investments, LLC The Putnam Retirement Plan · all filings	GREENWOOD VILLAGE, CO	Broker	1,270	$996.4M	$392	$0
Putnam Investments, LLC The Putnam Retirement Plan · all filings	GREENWOOD VILLAGE, CO	Broker	0	$555.8M	$3K	$0
L-M Asphalt Partners, Ltd. (d/b/a ATS Construction) ATS Construction 401(k) Retirement Plan · all filings	LEXINGTON, KY	Broker	573	$23.1M	$0	$0