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

Active participants

21,299

Total plan assets

$3.2B

Filings (rows)

Direct comp

$94K

Indirect comp

$281K

SERVICES PROVIDED

Other service providers9

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Royal Caribbean Cruises Ltd. Royal Caribbean Cruises Ltd. RET. Savings Plan · all filings	MIAMI, FL	Other service providers	4,275	$787.2M	$0	$87K
Royal Caribbean Cruises Ltd. Royal Caribbean Cruises Ltd. RET. Savings Plan · all filings	MIAMI, FL	Other service providers	4,078	$678.6M	$0	$58K
Royal Caribbean Cruises Ltd. Royal Caribbean Cruises Ltd. RET. Savings Plan · all filings	MIAMI, FL	Other service providers	4,217	$573.0M	$0	$78K
Matrix Service Company Matrix Service Company 401(k) Savings Plan · all filings	TULSA, OK	Other service providers	1,851	$215.7M	$32K	$0
Merrick & Company Merrick & Company 401(k) and ESOP · all filings	GREENWOOD VILLAGE, CO	Other service providers	996	$207.8M	$0	$16K
Matrix Service Company Matrix Service Company 401(k) Savings Plan · all filings	TULSA, OK	Other service providers	1,930	$199.2M	$23K	$0
Merrick & Company Merrick & Company 401(k) and ESOP · all filings	GREENWOOD VILLAGE, CO	Other service providers	962	$182.5M	$0	$14K
Matrix Service Company Matrix Service Company 401(k) Savings Plan · all filings	TULSA, OK	Other service providers	2,111	$172.0M	$39K	$0
Merrick & Company Merrick & Company 401(k) and ESOP · all filings	GREENWOOD VILLAGE, CO	Other service providers	879	$141.3M	$0	$28K