SPECTRUM ASSET MANAGEMENT
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
5
Active participants
67,540
Total plan assets
$17.3B
Filings (rows)
5
Direct comp
$473K
Indirect comp
$0
SERVICES PROVIDED
Other4
Advisor / Consultant1
Top plans served
All 5 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Other NONE | 32,145 | $8.9B | $6K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 34,203 | $8.0B | $5K |
| THE COCA-COLA COMPANY THE COCA-COLA COMPANY RETIREE HEALTH PLAN | ATLANTA, GA | Other NONE | 1,192 | $309.1M | $214K |
| THE COCA-COLA COMPANY THE COCA-COLA COMPANY VEBA TRUST | ATLANTA, GA | Other NONE | — | $107.0M | $212K |
| THE COCA-COLA COMPANY THE COCA-COLA COMPANY VEBA TRUST | ATLANTA, GA | Other NONE | — | $41K | $36K |