CHARLES SCHWABB
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
2
Active participants
482
Total plan assets
$78.4M
Filings (rows)
2
Direct comp
$7K
Indirect comp
$0
Aggregating 2 name variants under "CHARLES SCHWABB"
SERVICES PROVIDED
Other2
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| SCHWAB IDX RETIREMENT 2010 IV | 1 |
Top plans served
All 2 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TUV RHEINLAND OF NORTH AMERICA, INC. TUV RHEINLAND 401(K) PROFIT SHARING PLAN | BOXBOROUGH, MA | Other NONE | 339 | $52.6M | $6 |
| MARIETTA DERMATOLOGY ASSOCIATES, P.A. MARIETTA DERMATOLOGY ASSOCIATES, P.A. 401-K PROFIT SHARING PLAN | MARIETTA, GA | Other PARTICIPANT SBDA MANAGER | 143 | $25.7M | $7K |