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Charles Schwab Trust North — Form 5500 Service Provider Profile | Form 5500 Search
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Charles Schwab Trust North
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
138
Total plan assets
$5.2M
Filings (rows)
1
Direct comp
$0
Indirect comp
$2K
Showing only "CHARLES SCHWAB TRUST NORTH"
View all 36 variants aggregated →
CHARLES SCHWAB & CO
5,599
CHARLES SCHWAB TRUST BANK
2,179
CHARLES SCHWAB BANK
666
CHARLES SCHWAB
380
CHARLES SCHWAB TRUST
192
CHARLES SCHWAB INVESTMENT MGMT
59
CHARLES SCHWAB &
29
SERVICES PROVIDED
Custodian
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
A.C. Nelsen Enterprises, Inc.
A.C. Nelsen Enterprises, Inc. Savings Plan ·
all filings
OMAHA, NE
Custodian
138
$5.2M
$0
$2K
CHARLES SCHWAB BANK/TRUST
29
CHARLES SCHWAB AND
15
CHARLES SCHWAB TRUST CO
15
CHARLES SCHWAB AND CO
13
CHARLES SCHWAB CO
11
CHARLES SCHWABTRUST BANK
10
CHARLES SCHWAB BANK TRUST
10
CHARLES SCHWAB INVESTMENT MANAGEMEN
8
CHARLES SCHWAB & CO BROKERA
6
CHARLES SCHWAB INSTITUTIONAL
6
CHARLES SCHWAB &CO
6
CHARLES SCHWAB INVESTMENT
5
CHARLES SCHWAB INVESTMENT MNGMT
3
CHARLES SCHWAB&CO
3
CHARLES SCHWAB RETIREMENT PLAN SERV
3
CHARLES SCHWAB & CO IN
2
CHARLES SCHWAB & C0
2
CHARLES SCHWAB INVESTMENT MGT
2
CHARLES SCHWAB BANKI
2
CHARLES SCHWAB & CO LNC
1
CHARLES SCHWAB & COMPNAY
1
CHARLES SCHWAB & CO AND AFFIL
1
CHARLES SCHWAB TURST BANK
1
CHARLES SCHWAB BANK/
1
CHARLES SCHWAB& CO
1
CHARLES SCHWAB TTRUST CO
1
CHARLES SCHWAB TRUST NORTH
1
CHARLES SCHWABB
1
CHARLES SCHWABB & CO
1