Charles Schwab & Company, Inc — 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 & Company, Inc is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $411,681 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$411.7KDirect + indirect, across loaded filings$411,681
Plans served7
Plan sponsors7
Filings7
Direct vs. indirect compensation
Direct compensation$411.7K
Indirect compensation$0

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation78%Maynard Nexsen Pc
Top state share of plans14%AL
Plan sponsors served7
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Charles Schwab & Company, Inc. Bars show relative scale.

  1. 1
    AL · 1 plan(s)
  2. 2
  3. 3
    TN · 1 plan(s)
  4. 4
    TX · 1 plan(s)
  5. 5
  6. 6
  7. 7
    CA · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Charles Schwab & Company, Inc are sponsored, by plan count.

  1. 1
    AL1 plan(s)
  2. 2
    CA1 plan(s)
  3. 3
    HI1 plan(s)
  4. 4
    OH1 plan(s)
  5. 5
    PA1 plan(s)
  6. 6
    TN1 plan(s)
  7. 7
    TX1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Maynard Nexsen PcMaynard Nexsen Pc 401(K) Master Trust2023$320,017$0
The Goodyear Tire & Rubber CompanyThe Goodyear Tire & Rubber Company Commingled Trust Self Directed Account2023$75,570$0
Msk Group, Pc Dba OrthosouthOrthosouth 401(K) Profit Sharing Plan2023$15,660not reported in the loaded dataset
St Acquisition LLCSt Employee Retirement Plan2023$432$0
Waianae District Comprehensive Health And Hospital Board Inc.Waianae Coast Comprehensive Health Center Pension Trust Plan2023$2not reported in the loaded dataset
Bugcrowd Inc.Bugcrowd Inc. 401(K) Profit Sharing Plan And Trust2023$0$0
Trustees Of Laborers Local 130 Health & Welfare FundLaborers Local No. 130 Health And Welfare Fund2023$0$0

Related Form 5500 pages