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SCHWAB INSTITUTIONAL — Form 5500 Service Provider Profile | Form 5500 Search
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SCHWAB INSTITUTIONAL
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
1
Active participants
342
Total plan assets
$196.0M
Filings (rows)
1
Direct comp
$11K
Indirect comp
$0
SERVICES PROVIDED
Other
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
WALLER LANSDEN DORTCH & DAVIS
WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN
NASHVILLE, TN
Other
NONE
342
$196.0M
$11K