WEALTH MGMT SOLUTIONS
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
32,145
Total plan assets
$8.9B
Filings (rows)
1
Direct comp
$5K
Indirect comp
$0
SERVICES PROVIDED
Other1
Top plans served
All 1 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 | $5K |