Charles Schwab & Co. — 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 & Co. is reported as a service provider on 24 loaded Form 5500 filing(s) across 24 plan sponsor(s) and 24 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $234,146 and reported indirect compensation totals $9,333.
Reported compensation summary
- Reported direct compensation
- $234,146
- Reported indirect compensation
- $9,333
- Total reported compensation
- $243,479
- Filings
- 24
- Plan sponsors
- 24
- Plans
- 24
- 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 |
|---|---|---|---|
| Milwaukee Electrical Joint Apprenticeship & Training Plan | WI | 1 | $68,181 |
| The L.S. Starrett Company | MA | 1 | $67,908 |
| Redington-Fairview General Hospital | ME | 1 | $49,914 |
| Williams Brothers Construction Co., Inc. | TX | 1 | $22,939 |
| Aon Consulting, Inc. | IL | 1 | $9,333 |
| Apmi, Inc. Dba Hr Strategies | GA | 1 | $9,047 |
| Variety Child Learning Center | NY | 1 | $6,055 |
| Russellville Engineered Castings, Inc. | KY | 1 | $5,208 |
| Keker, Van Nest & Peters Llp | CA | 1 | $3,461 |
| Wellspan Health | PA | 1 | $609 |
State footprint
Plans reporting Charles Schwab & Co. are sponsored in WA (4), CA (3), NY (2), MA (2), TX (2), KY (1), ME (1), NE (1), PA (1), PR (1), SC (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Milwaukee Electrical Joint Apprenticeship & Training Plan | Milwaukee Electrical Joint Apprenticeship & Training Plan | 2023 | $68,181 | not reported in the loaded dataset |
| The L.S. Starrett Company | The Retirement Plan For Employees Of The L.S. Starrett Company | 2023 | $67,908 | not reported in the loaded dataset |
| Redington-Fairview General Hospital | Retirement Plan For Employees Of Redington Fairview General Hospital | 2023 | $49,914 | not reported in the loaded dataset |
| Williams Brothers Construction Co., Inc. | Williams Brothers Construction Co, Inc Profit Sharing & Stock Ownership Plan | 2023 | $22,939 | not reported in the loaded dataset |
| Aon Consulting, Inc. | Aon Pooled Employer Plan | 2023 | $0 | $9,333 |
| Apmi, Inc. Dba Hr Strategies | Hr Strategies 401(K) Plan | 2023 | $9,047 | not reported in the loaded dataset |
| Variety Child Learning Center | Variety Child Learning Center 401(A) Profit Sharing Plan | 2023 | $6,055 | not reported in the loaded dataset |
| Russellville Engineered Castings, Inc. | Russellville Engineered Castings Union Retirement Plan | 2023 | $5,208 | $0 |
| Keker, Van Nest & Peters Llp | Keker, Van Nest & Peters Llp Cash Balance Plan | 2023 | $3,461 | not reported in the loaded dataset |
| Wellspan Health | Wellspan 403(B) Retirement Savings Plan | 2023 | $609 | $0 |
| Merchants Mutual Insurance Company | Merchants Mutual Capital Accumulation Plan | 2023 | $362 | not reported in the loaded dataset |
| Global Medical Response, Inc. | Global Medical Response, Inc. 401(K) Plan | 2023 | $271 | $0 |
| Aiphone Corporation | Aiphone Corporation Employees Savings Plan | 2023 | $149 | $0 |
| Pine Manor, Inc. | Pine Manor, Inc. 401(K) Plan | 2023 | $31 | $0 |
| Economy Mud Products Company | Economy Mud Products Company 401(K) Profit Sharing Plan | 2023 | $11 | not reported in the loaded dataset |
| Drake-Williams Steel, Inc. | Drake-Williams Steel Profit Sharing Plan | 2023 | $0 | $0 |
| Id Metrics Group, Inc. | Authenticid 401(K) Retirement Plan | 2023 | $0 | $0 |
| Firstbank Of Puerto Rico | Firstbank 401(K) Retirement Plan For Residents Of The U.S. Virgin Islands And The Usa | 2023 | $0 | $0 |
| Loomis, Sayles & Company, L.P. | Loomis-Sayles Funded Pension Plan | 2023 | $0 | $0 |
| Tarditi, Inc. | Tarditi, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Natel Engineering Company, LLC | Neo Tech Employee 401(K) Savings & Investment Plan | 2023 | $0 | not reported in the loaded dataset |
| Continental Tire The Americas, LLC | Welfare Benefits Plan For Retirees Of Continental - Rubber | 2023 | $0 | $0 |
| Bellwether Housing | Bellwether Housing Retirement Savings Plan | 2023 | $0 | $0 |
| Central Welding Supply, Inc. | Central Welding Supply, Inc. Profit Sharing Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Milwaukee Electrical Joint Apprenticeship & Training Plan (plan 505)
- Milwaukee Electrical Joint Apprenticeship & Training Plan — all reported plans
- The Retirement Plan For Employees Of The L.S. Starrett Company (plan 001)
- The L.S. Starrett Company — all reported plans
- Retirement Plan For Employees Of Redington Fairview General Hospital (plan 001)
- Redington-Fairview General Hospital — all reported plans
- Williams Brothers Construction Co, Inc Profit Sharing & Stock Ownership Plan (plan 001)
- Williams Brothers Construction Co., Inc. — all reported plans
- Aon Pooled Employer Plan (plan 001)
- Aon Consulting, Inc. — all reported plans
- Hr Strategies 401(K) Plan (plan 001)
- Apmi, Inc. Dba Hr Strategies — all reported plans
- Variety Child Learning Center 401(A) Profit Sharing Plan (plan 001)
- Variety Child Learning Center — all reported plans
- Russellville Engineered Castings Union Retirement Plan (plan 002)
- Russellville Engineered Castings, Inc. — all reported plans
- Keker, Van Nest & Peters Llp Cash Balance Plan (plan 004)
- Keker, Van Nest & Peters Llp — all reported plans
- Wellspan 403(B) Retirement Savings Plan (plan 005)
- Wellspan Health — all reported plans
- Merchants Mutual Capital Accumulation Plan (plan 002)
- Merchants Mutual Insurance Company — all reported plans
- Global Medical Response, Inc. 401(K) Plan (plan 001)
- Global Medical Response, Inc. — all reported plans
- Aiphone Corporation Employees Savings Plan (plan 001)
- Aiphone Corporation — all reported plans
- Pine Manor, Inc. 401(K) Plan (plan 001)
- Pine Manor, Inc. — all reported plans
- Economy Mud Products Company 401(K) Profit Sharing Plan (plan 001)
- Economy Mud Products Company — all reported plans
- Drake-Williams Steel Profit Sharing Plan (plan 002)
- Drake-Williams Steel, Inc. — all reported plans
- Authenticid 401(K) Retirement Plan (plan 001)
- Id Metrics Group, Inc. — all reported plans
- Firstbank 401(K) Retirement Plan For Residents Of The U.S. Virgin Islands And The Usa (plan 004)
- Firstbank Of Puerto Rico — all reported plans
- Loomis-Sayles Funded Pension Plan (plan 001)
- Loomis, Sayles & Company, L.P. — all reported plans
- Tarditi, Inc. 401(K) Profit Sharing Plan (plan 003)
- Tarditi, Inc. — all reported plans
- Neo Tech Employee 401(K) Savings & Investment Plan (plan 001)
- Natel Engineering Company, LLC — all reported plans
- Welfare Benefits Plan For Retirees Of Continental - Rubber (plan 601)
- Continental Tire The Americas, LLC — all reported plans
- Bellwether Housing Retirement Savings Plan (plan 001)
- Bellwether Housing — all reported plans
- Central Welding Supply, Inc. Profit Sharing Plan (plan 002)
- Central Welding Supply, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources