Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings | WESTLAKE, TX | Other service providers | 32,145 | $8.9B | $48K | $0 |
| The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings | WESTLAKE, TX | Advisor / Consultant | 34,203 | $8.0B | $43K | $0 |
| The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings | WESTLAKE, TX | Advisor / Consultant | 33,913 | $6.6B | $34K | $0 |
| Cooley LLP Cooley LLP Salary Deferral and Profit Sharing Plan · all filings | SAN FRANCISCO, CA | Other service providers | 2,641 | $1.3B | $10K | $0 |
| Morningstar, Inc. Morningstar, Inc. 401(k) Plan · all filings | CHICAGO, IL | Other service providers | 3,334 | $1.0B | $6K | $0 |
| Seyfarth Shaw LLP Seyfarth Shaw LLP 401(k) Savings and Retirement Plan · all filings | CHICAGO, IL | Other service providers | 1,762 | $925.9M | $18K | $0 |
| Guggenheim Services, LLC Guggenheim Services Retirement Savings Plan · all filings | CHICAGO, IL | Other service providers | 2,085 | $703.5M | $15K | $0 |
| Guggenheim Services, LLC Guggenheim Services Retirement Savings Plan · all filings | CHICAGO, IL | Other service providers | 2,043 | $611.3M | $9K | $0 |
