PLANTE MORAN FINANCIAL ADVISOR

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

103,525

Total plan assets

$23.7B

Filings (rows)

Direct comp

$49K

Indirect comp

Showing only "PLANTE MORAN FINANCIAL ADVISOR"

View all 5 variants aggregated →

PLANTE MORAN176 PLANTE MORAN FINANCIAL ADVISORS10 PLANTE MORAN P C6 PLANTE MORAN FINANCIAL ADVISOR4 PLANTE MORAN PLLP3

SERVICES PROVIDED

Advisor / Consultant2

Investment manager2

Plans served

All 4 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN	WESTLAKE, TX	Investment manager	32,145	$8.9B	$14K	$0
THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN