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

Active participants

482

Total plan assets

$78.4M

Filings (rows)

Direct comp

$7K

Indirect comp

Aggregating 2 name variants under "CHARLES SCHWABB"

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CHARLES SCHWABB & CO1 CHARLES SCHWABB1

SERVICES PROVIDED

Other service providers2

CITs / DFEs sponsored by this firm

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Fund / entity	Plans holding
	1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
TUV Rheinland of North America, Inc. TUV Rheinland 401(k) Profit Sharing Plan · all filings	BOXBOROUGH, MA	Other service providers	339	$52.6M	$6	$0
Marietta Dermatology Associates, P.A. Marietta Dermatology Associates, P.A. 401-K Profit Sharing Plan · all filings	MARIETTA, GA	Other service providers	143	$25.7M	$7K	$0