Form 5500 Search

MOUNT TAMALPAIS

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
3
Active participants
100,261
Total plan assets
$23.5B
Filings (rows)
3
Direct comp
$21K
Indirect comp
$0
Aggregating 2 name variants under "MOUNT TAMALPAIS"

SERVICES PROVIDED

Advisor / Consultant2
Other1

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Other
NONE
32,145$8.9B$8K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Advisor / Consultant
INVESTMENT ADVISOR
34,203$8.0B$7K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Advisor / Consultant
INVESTMENT ADVISOR
33,913$6.6B$7K
MOUNT TAMALPAIS — Form 5500 Service Provider Profile | Form 5500 Search