SCHWAB FUNDS
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
8
Active participants
2,056
Total plan assets
$134.1M
Filings (rows)
8
Direct comp
$96
Indirect comp
$8K
SERVICES PROVIDED
Other7
Broker1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| SCHWAB INDEXED RTMT TR FD 2065 | 1 |
| SCHWAB INDEXED RTMT TR FD 2025 | 1 |
| SCHWAB INDEXED RTMT TR FD 2015 | 1 |
| SCHWAB INDEXED RETIREMENT TRUST FUN | 1 |
| SCHWAB INDEXED RTMT TR FD 2045 | 1 |
| SCHWAB INDEXED RTMT TR FD 2060 | 1 |
| SCHWAB INDEXED RTMT TR FD 2055 | 1 |
| SCHWAB INDEXED RTMT TR FD 2030 | 1 |
| SCHWAB INDEXED RTMT TR FD 2040 | 1 |
| SCHWAB INDEXED RTMT TR FD 2010 | 1 |
| SCHWAB INDEXED RTMT TR FD 2035 | 1 |
| SCHWAB INDEXED RTMT TR FD 2020 | 1 |
| SCHWAB INDEXED RTMT TR FD 2050 | 1 |
Top plans served
All 8 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| GREYHOUND LINES, INC. GREYHOUND LINES, INC. RETIREMENT SAVINGS PLAN | DALLAS, TX | Broker BROKER/DEALER | 623 | $53.2M | $96 |
| UNITED FORMING, INC. UNITED FORMING, INC. 401(K) PSP | AUSTELL, GA | Other NONE | 126 | $16.3M | $0 |
| UNITED FORMING, INC. UNITED FORMING, INC. 401(K) PSP | AUSTELL, GA | Other NONE | 136 | $15.7M | $0 |
| TRIUMPH HIGHER EDUCATION GROUP, LLC TRIUMPH HIGHER EDUCATION GROUP, LLC 401(K) PLAN | SCHAUMBURG, IL | Other NONE | 549 | $15.6M | $0 |
| UNITED FORMING, INC. UNITED FORMING, INC. 401(K) PSP | AUSTELL, GA | Other NONE | 143 | $14.1M | $0 |
| NITE IZE, INC. NITE IZE, INC. 401(K) RETIREMENT SAVINGS PLAN | BOULDER, CO | Other NONE | 169 | $13.3M | $0 |
| ABILITY HOMECARE, INC. DBA ABILITY HOMECARE ABILITY HOMECARE 401(K) PLAN | SAN ANTONIO, TX | Other NONE | 206 | $3.3M | $0 |
| EXTRUSIONS, INC. EXTRUSIONS, INC., ANODIZING, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN | FORT SCOTT, KS | Other NONE | 104 | $2.5M | $0 |