5500 Analyzer

CHARLES SCHWABTRUST BANK

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
9
Active participants
21,299
Total plan assets
$3.2B
Filings (rows)
9
Direct comp
$94K
Indirect comp
$281K

SERVICES PROVIDED

Other9

Top plans served

All 9 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
ROYAL CARIBBEAN CRUISES LTD.
ROYAL CARIBBEAN CRUISES LTD. RET. SAVINGS PLAN
MIAMI, FL
Other
NONE
4,275$787.2M$0
ROYAL CARIBBEAN CRUISES LTD.
ROYAL CARIBBEAN CRUISES LTD. RET. SAVINGS PLAN
MIAMI, FL
Other
NONE
4,078$678.6M$0
ROYAL CARIBBEAN CRUISES LTD.
ROYAL CARIBBEAN CRUISES LTD. RET. SAVINGS PLAN
MIAMI, FL
Other
NONE
4,217$573.0M$0
MATRIX SERVICE COMPANY
MATRIX SERVICE COMPANY 401(K) SAVINGS PLAN
TULSA, OK
Other
NONE
1,851$215.7M$32K
MERRICK & COMPANY
MERRICK & COMPANY 401(K) AND ESOP
GREENWOOD VILLAGE, CO
Other
NONE
996$207.8M$0
MATRIX SERVICE COMPANY
MATRIX SERVICE COMPANY 401(K) SAVINGS PLAN
TULSA, OK
Other
NONE
1,930$199.2M$23K
MERRICK & COMPANY
MERRICK & COMPANY 401(K) AND ESOP
GREENWOOD VILLAGE, CO
Other
NONE
962$182.5M$0
MATRIX SERVICE COMPANY
MATRIX SERVICE COMPANY 401(K) SAVINGS PLAN
TULSA, OK
Other
NONE
2,111$172.0M$39K
MERRICK & COMPANY
MERRICK & COMPANY 401(K) AND ESOP
GREENWOOD VILLAGE, CO
Other
NONE
879$141.3M$0