Charles Schwab — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Charles Schwab is reported as a service provider on 123 loaded Form 5500 filing(s) across 121 plan sponsor(s) and 123 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,225,243 and reported indirect compensation totals $245,933.
Reported compensation summary
- Reported direct compensation
- $2,225,243
- Reported indirect compensation
- $245,933
- Total reported compensation
- $2,471,176
- Filings
- 123
- Plan sponsors
- 121
- Plans
- 123
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Sharp Rees-Stealy Medical Group, Inc. | CA | 3 | $426,345 |
| Mainegeneral Health | ME | 1 | $128,392 |
| Mccormick, Barstow, Sheppard, Wayte & Carruth, Llp | CA | 1 | $100,508 |
| Proliance Surgeons, Inc., P.S. | WA | 1 | $95,798 |
| Bethpage Federal Credit Union | NY | 1 | $75,201 |
| Southern California Edison Company | CA | 1 | $72,513 |
| Baton Rouge Orthopaedic Clinic, LLC | LA | 1 | $69,619 |
| Allied Digestive Health, LLC | NJ | 1 | $66,399 |
| Jasmine Vineyards, Inc. | CA | 1 | $65,404 |
| Carolinas Pathology Group, P.A. | NC | 1 | $58,080 |
State footprint
Plans reporting Charles Schwab are sponsored in CA (31), OH (11), WA (8), NJ (7), FL (5), MO (5), TX (4), NY (3), IL (3), AZ (3), IN (3), AL (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Sharp Rees-Stealy Medical Group, Inc. | Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan | 2023 | $241,212 | not reported in the loaded dataset |
| Mainegeneral Health | Mainegeneral Health Pension Plan | 2023 | $128,392 | not reported in the loaded dataset |
| Mccormick, Barstow, Sheppard, Wayte & Carruth, Llp | Mccormick Barstow 401(K) Retirement Plan | 2023 | $100,508 | not reported in the loaded dataset |
| Sharp Rees-Stealy Medical Group, Inc. | Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan | 2023 | $97,859 | not reported in the loaded dataset |
| Proliance Surgeons, Inc., P.S. | Proliance Surgeons, Inc., P.S. 401(K) Profit Sharing Plan And Trust | 2023 | $95,798 | $0 |
| Sharp Rees-Stealy Medical Group, Inc. | Sharp Rees-Stealy Medical Group, Inc. 401(K) Retirement Savings Plan | 2023 | $87,274 | not reported in the loaded dataset |
| Bethpage Federal Credit Union | Bethpage Federal Credit Union Pension Plan | 2023 | $75,201 | not reported in the loaded dataset |
| Southern California Edison Company | Edison 401(K) Savings Plan | 2023 | $72,513 | $0 |
| Baton Rouge Orthopaedic Clinic, LLC | Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan And Trust | 2023 | $69,619 | not reported in the loaded dataset |
| Allied Digestive Health, LLC | Allied Digestive Health 401(K) Plan | 2023 | $66,399 | not reported in the loaded dataset |
| Jasmine Vineyards, Inc. | Jasmine Vineyards, Inc. Profit Sharing Plan | 2023 | $65,404 | not reported in the loaded dataset |
| Carolinas Pathology Group, P.A. | Carolinas Pathology Group, P.A. Profit Sharing Plan | 2023 | $58,080 | not reported in the loaded dataset |
| Kaufman, Rossin & Co., P.A. | Kaufman Rossin 401(K) Plan | 2023 | $55,363 | not reported in the loaded dataset |
| Widows & Orphans Aid Association Of The Police Dept Of | Widows & Orphans Aid Assoc Of The Police Dept. Of San | 2023 | $50,034 | not reported in the loaded dataset |
| Syms Corp. | Syms Pension Plan | 2023 | $50,000 | not reported in the loaded dataset |
| Carter-Jones Companies, Inc. | Carter-Jones Companies 401(K) Retirement Plan | 2023 | $42,290 | $0 |
| Clearwater Cardiovascular And Interventional Consultants, Md, Pa | Clearwater Cardiovascular And Interventional Consultants, Md, Pa 401(K) Profit Sharing Plan | 2023 | $40,848 | $0 |
| Columbia Orthopaedic Group Llp | Columbia Orthopaedic Group Profit Sharing Plan And Trust | 2023 | $40,836 | not reported in the loaded dataset |
| Bay Area Surgical Specialists Medical Corporation | Bay Area Surgical Specialists Defined Benefit Pp&T | 2023 | $34,750 | not reported in the loaded dataset |
| Bd Of Trustees Of Intl Heat And Frost Insulators | International Association Of Heat And Frost Insulators & Allied Workers Local # 3 Health And Welfare Trust | 2023 | $34,349 | $0 |
| Missouri Cardiovascular Specialists, Llp | Missouri Cardiovascular Specialists, Llp 401(K) Profit Sharing Plan | 2023 | $33,300 | not reported in the loaded dataset |
| Canton Food Co. | Canton Food Co. Profit Sharing Plan | 2023 | $33,049 | not reported in the loaded dataset |
| Swca, Incorporated | Swca, Inc Employee Stock Ownership Plan And Trust | 2023 | $31,501 | not reported in the loaded dataset |
| Blauer Manufacturing Co., Inc. | Blauer Manufacturing Co., Inc. 401k Retirement Plan | 2023 | $30,931 | $0 |
| Miller Nash Llp | Miller Nash Llp 401(K) Plan | 2023 | $0 | $27,567 |
| Torrance Health Association | Torrance Health Association Employees Retirement Plan | 2023 | $24,862 | not reported in the loaded dataset |
| Cvc Holding Corp. | Cvc Holding Corp. 401(K) Plan | 2023 | $22,265 | not reported in the loaded dataset |
| Hargrove Holding Company, Inc. | Hargrove Holding Company, Inc Teammate Stock Ownership Plan | 2023 | $21,667 | not reported in the loaded dataset |
| University Otolaryngologists, Inc. | University Otolaryngologists, Inc. 401(K) Plan | 2023 | $21,104 | not reported in the loaded dataset |
| Spreckels Sugar Company | Spreckels Sugar Company Grain Millers Pension Plan | 2023 | $21,087 | not reported in the loaded dataset |
| Berkel & Company Contractors Inc. | Berkel & Company Contractors, Inc. Employee Stock Ownership Plan | 2023 | $20,999 | $0 |
| James Alexander Corporation | James Alexander Corporation Employee Stock Ownership Plan And Trust | 2023 | $20,464 | not reported in the loaded dataset |
| Velocity Global Usa LLC | Velocity Global Usa LLC 401(K) Profit Sharing Plan | 2023 | $20,217 | not reported in the loaded dataset |
| Tennessee Orthopaedic Alliance, P.A. | Tennessee Orthopaedic Alliance 401(K) & Profit Sharing Plan | 2023 | $19,149 | $0 |
| Insulators Local No 27 | Insulators Local No. 27 Pension Plan | 2023 | $19,040 | not reported in the loaded dataset |
| Dentons Sirote Pc | Dentons Sirote, P.C. Profit Sharing 401(K) Plan | 2023 | $18,864 | $0 |
| Calfee Halter & Griswold, Llp | Calfee, Halter & Griswold Llp Profit Sharing Trust And Plan | 2023 | $18,642 | not reported in the loaded dataset |
| Steptoe & Johnson Pllc | Steptoe & Johnson Pllc 401(K) Plan | 2023 | $17,312 | not reported in the loaded dataset |
| Orthopedic Surgeons Of Wisconsin, S.C. | Orthopedic Surgeons Of Wisconsin, S.C. Retirement Plan | 2023 | $16,270 | not reported in the loaded dataset |
| Gary D. Nelson Associates, Inc. | Gary D. Nelson Associates, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $15,989 | not reported in the loaded dataset |
| Colorado Contractors Open Shop Employers Master Retirement Trust | Colorado Contractors Open Shop Employers Master Retirement Trust | 2023 | $15,731 | not reported in the loaded dataset |
| Aegis Insurance Services, Inc. | Pension Plan For Employees Of Aegis Insurance Services, Inc. | 2023 | $14,466 | not reported in the loaded dataset |
| First Urology P.S.C. | First Urology P.S.C. 401k Profit Sharing Plan | 2023 | $14,452 | not reported in the loaded dataset |
| Pacific Southwest Container, LLC | Pacific Southwest Container, LLC 401(K) Plan | 2023 | $0 | $13,838 |
| Arkansas Urology Associates, P.A. | Arkansas Urology, P.A. Profit Sharing Plan And 401(K) Plan | 2023 | $13,599 | $0 |
| John Henry Foster Company | John Henry Foster Company Employee Stock Ownership Plan | 2023 | $12,985 | not reported in the loaded dataset |
| Board Of Trustees Of Ua Local 716 Health & Welfare | Ua Local 716 Health & Welfare Trust Fund | 2023 | $12,525 | not reported in the loaded dataset |
| California State Firefighters' Employee Welfare Benefits Corporation | California State Firefighters Employee Welfare Benefits Corporation Group Insurance Plan | 2023 | $12,424 | not reported in the loaded dataset |
| Yachiyo Of America, Inc. | Yachiyo 401(K) Retirement Plan | 2023 | $0 | $12,225 |
| Wilmington Health, Pllc | Wilmington Health, Pllc Retirement Plan | 2023 | $12,131 | not reported in the loaded dataset |
Related Form 5500 pages
- Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan (plan 001)
- Sharp Rees-Stealy Medical Group, Inc. — all reported plans
- Mainegeneral Health Pension Plan (plan 004)
- Mainegeneral Health — all reported plans
- Mccormick Barstow 401(K) Retirement Plan (plan 005)
- Mccormick, Barstow, Sheppard, Wayte & Carruth, Llp — all reported plans
- Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan (plan 002)
- Proliance Surgeons, Inc., P.S. 401(K) Profit Sharing Plan And Trust (plan 001)
- Proliance Surgeons, Inc., P.S. — all reported plans
- Sharp Rees-Stealy Medical Group, Inc. 401(K) Retirement Savings Plan (plan 004)
- Bethpage Federal Credit Union Pension Plan (plan 001)
- Bethpage Federal Credit Union — all reported plans
- Edison 401(K) Savings Plan (plan 002)
- Southern California Edison Company — all reported plans
- Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan And Trust (plan 001)
- Baton Rouge Orthopaedic Clinic, LLC — all reported plans
- Allied Digestive Health 401(K) Plan (plan 001)
- Allied Digestive Health, LLC — all reported plans
- Jasmine Vineyards, Inc. Profit Sharing Plan (plan 001)
- Jasmine Vineyards, Inc. — all reported plans
- Carolinas Pathology Group, P.A. Profit Sharing Plan (plan 001)
- Carolinas Pathology Group, P.A. — all reported plans
- Kaufman Rossin 401(K) Plan (plan 002)
- Kaufman, Rossin & Co., P.A. — all reported plans
- Widows & Orphans Aid Assoc Of The Police Dept. Of San (plan 501)
- Widows & Orphans Aid Association Of The Police Dept Of — all reported plans
- Syms Pension Plan (plan 003)
- Syms Corp. — all reported plans
- Carter-Jones Companies 401(K) Retirement Plan (plan 001)
- Carter-Jones Companies, Inc. — all reported plans
- Clearwater Cardiovascular And Interventional Consultants, Md, Pa 401(K) Profit Sharing Plan (plan 001)
- Clearwater Cardiovascular And Interventional Consultants, Md, Pa — all reported plans
- Columbia Orthopaedic Group Profit Sharing Plan And Trust (plan 001)
- Columbia Orthopaedic Group Llp — all reported plans
- Bay Area Surgical Specialists Defined Benefit Pp&T (plan 002)
- Bay Area Surgical Specialists Medical Corporation — all reported plans
- International Association Of Heat And Frost Insulators & Allied Workers Local # 3 Health And Welfare Trust (plan 501)
- Bd Of Trustees Of Intl Heat And Frost Insulators — all reported plans
- Missouri Cardiovascular Specialists, Llp 401(K) Profit Sharing Plan (plan 001)
- Missouri Cardiovascular Specialists, Llp — all reported plans
- Canton Food Co. Profit Sharing Plan (plan 001)
- Canton Food Co. — all reported plans
- Swca, Inc Employee Stock Ownership Plan And Trust (plan 002)
- Swca, Incorporated — all reported plans
- Blauer Manufacturing Co., Inc. 401k Retirement Plan (plan 002)
- Blauer Manufacturing Co., Inc. — all reported plans
- Miller Nash Llp 401(K) Plan (plan 002)
- Miller Nash Llp — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources