Charles Schwab & Co., Inc. (Brokera — 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., Inc. (Brokera is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $731 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $731
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $731
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Baylor Scott & White Holdings | TX | 1 | $731 |
| Macallister Machinery Co., Inc | IN | 1 | $0 |
| Mittera Group, Inc. | IA | 1 | $0 |
| International Dairy Queen, Inc. | MN | 1 | $0 |
State footprint
Plans reporting Charles Schwab & Co., Inc. (Brokera are sponsored in IA (1), IN (1), MN (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Baylor Scott & White Holdings | Baylor Scott & White Health Retirement Savings Plan | 2023 | $731 | not reported in the loaded dataset |
| International Dairy Queen, Inc. | International Dairy Queen, Inc. Retirement Savings Plan | 2023 | $0 | not reported in the loaded dataset |
| Macallister Machinery Co., Inc | Macallister Retirement Savings Plan | 2023 | $0 | not reported in the loaded dataset |
| Mittera Group, Inc. | Mittera Group, Inc. 401(K) Retirement Plan | 2023 | $0 | not reported in the loaded dataset |
Related Form 5500 pages
- Baylor Scott & White Health Retirement Savings Plan (plan 002)
- Baylor Scott & White Holdings — all reported plans
- International Dairy Queen, Inc. Retirement Savings Plan (plan 001)
- International Dairy Queen, Inc. — all reported plans
- Macallister Retirement Savings Plan (plan 003)
- Macallister Machinery Co., Inc — all reported plans
- Mittera Group, Inc. 401(K) Retirement Plan (plan 001)
- Mittera Group, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources