Charles Schwab Retirement Plan SERV

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

5,307

Total plan assets

$3.8B

Filings (rows)

Direct comp

$232K

Indirect comp

Showing only "CHARLES SCHWAB RETIREMENT PLAN SERV"

View all 35 variants aggregated →

CHARLES SCHWAB & CO5,225 CHARLES SCHWAB TRUST BANK2,047 CHARLES SCHWAB BANK647 CHARLES SCHWAB366 CHARLES SCHWAB TRUST183 CHARLES SCHWAB INVESTMENT MGMT59 CHARLES SCHWAB &29

SERVICES PROVIDED

Recordkeeper3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Morrison & Foerster LLP Morrison & Foerster LLP Retirement Plan PART I · all filings	SAN FRANCISCO, CA	Recordkeeper	1,775	$1.4B	$86K	$0
Morrison & Foerster LLP Morrison & Foerster LLP Retirement Plan PART I · all filings	SAN FRANCISCO, CA	Recordkeeper	1,761	$1.3B	$74K	$0
Morrison & Foerster LLP Morrison & Foerster LLP Retirement Plan PART I · all filings	SAN FRANCISCO, CA	Recordkeeper	1,771	$1.1B	$72K	$0