Schwab Retirement Plan

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

983

Total plan assets

$108.0M

Filings (rows)

Direct comp

$86K

Indirect comp

Showing only "SCHWAB RETIREMENT PLAN"

View all 10 variants aggregated →

SCHWAB RETIREMENT PLAN SERVICES2,407 SCHWAB RETIREMENT PLAN SERVICES IN98 SCHWAB RETIREMENT PLAN SERVICE15 SCHWAB RETIREMENT PLAN SVC4 SCHWAB RETIREMENT PLAN SERVI4 SCHWAB RETIREMENT SERVICES3 SCHWAB RETIREMENT PLAN SERVCES

SERVICES PROVIDED

Recordkeeper1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Upstate Niagara Cooperative, Inc. Upstate Niagara Cooperative, Inc. Retirement Plan · all filings	LANCASTER, NY	Recordkeeper	983	$108.0M	$86K	$0