Schwab Retirement Services

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

13,633

Total plan assets

$4.0B

Filings (rows)

Direct comp

$4.6M

Indirect comp

Showing only "SCHWAB RETIREMENT SERVICES"

View all 10 variants aggregated →

SCHWAB RETIREMENT PLAN SERVICES2,355 SCHWAB RETIREMENT PLAN SERVICES IN97 SCHWAB RETIREMENT PLAN SERVICE15 SCHWAB RETIREMENT PLAN SVC4 SCHWAB RETIREMENT PLAN SERVI3 SCHWAB RETIREMENT SERVICES3 SCHWAB RETIREMENT PLAN SERVCES

SERVICES PROVIDED

Other service providers2

Trustee1

Prospecting the plans that use Schwab Retirement Services?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Medamerica, Inc. DBA Vituity Medamerica 401(k) Profit Sharing Plan for Employees of Vituity · all filings	EMERYVILLE, CA	Other service providers	6,399	$2.2B	$2.2M	$0
Vituity 401(k) Profit Sharing Plan for Employees of Medamerica, Inc. · all filings	EMERYVILLE, CA	Trustee	4,989	$1.8B	$2.4M	$0
CEP America, LLC DBA Vituity Vituity Retirement Plan for CEP Physicians · all filings	EMERYVILLE, CA	Other service providers	2,245	$54.4M	$8K	$0