Charles Scwhab

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

376

Total plan assets

$40.4M

Filings (rows)

Direct comp

$77K

Indirect comp

Aggregating 2 name variants under "CHARLES SCWHAB"

Click a variant to view it alone

CHARLES SCWHAB TRUST BANK4 CHARLES SCWHAB & CO2

SERVICES PROVIDED

Custodian3

Other service providers3

Prospecting the plans that use Charles Scwhab?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 6 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Lifesize, Inc. Lifesize, Inc. 401(k) Plan · all filings	MCALLEN, TX	Other service providers	71	$20.7M	$24	$0
Stewart Manufacturing, LLC Stewart Manufacturing LLC 401(k) Profit Sharing Plan · all filings	HERMANSVILLE, MI	Custodian	84	$6.9M	$2K	$0
Stewart Manufacturing, LLC Stewart Manufacturing LLC 401(k) Profit Sharing Plan · all filings	HERMANSVILLE, MI	Custodian	91	$6.2M	$1K	$0
Stewart Manufacturing, LLC Stewart Manufacturing LLC 401(k) Profit Sharing Plan · all filings	HERMANSVILLE, MI	Custodian	102	$5.0M	$2K	$0
Lifesize, Inc. Lifesize, Inc. 401(k) Plan · all filings	MCALLEN, TX	Other service providers	0	$911K	$184	$0
Prevail Bank Prevail Bank Defined Benefit Plan · all filings	STEVENS POINT, WI	Other service providers	28	$696K	$72K	$0