Charles Schwab Bank — 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 Bank is reported as a service provider on 204 loaded Form 5500 filing(s) across 193 plan sponsor(s) and 204 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,857,400 and reported indirect compensation totals $473,002.

Reported compensation summary

Reported direct compensation
$1,857,400
Reported indirect compensation
$473,002
Total reported compensation
$2,330,402
Filings
204
Plan sponsors
193
Plans
204
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

Plan sponsors reporting the most compensation to Charles Schwab Bank
SponsorStatePlansReported compensation
Appalachian Regional Healthcare, Inc.KY3$346,830
Lja Engineering, Inc.TX1$136,403
Ohio Aluminum Industries, Inc.OH1$75,791
Noble Services Company LLCTX2$74,210
Baker & Mckenzie LlpIL4$60,420
Prestige Employee Administrators, Inc.NY1$54,604
Moda Partners, Inc.OR1$51,813
Carle Holding Company, Inc.IL1$45,726
Alphastaff Group, Inc.FL1$40,124
Tdindustries, Inc.TX1$39,883

State footprint

Plans reporting Charles Schwab Bank are sponsored in TX (18), PA (16), IL (16), IN (15), FL (15), CA (15), WA (14), OR (10), MO (9), NY (8), CT (8), GA (8).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Appalachian Regional Healthcare, Inc.Appalachian Regional Healthcare, Inc. Pension Plan2023$164,693not reported in the loaded dataset
Lja Engineering, Inc.Lja Engineering, Inc. Employee Stock Ownership Plan2023$136,403not reported in the loaded dataset
Appalachian Regional Healthcare, IncAppalachian Regional Healthcare, Inc. Retirement Plan2023$127,007not reported in the loaded dataset
Ohio Aluminum Industries, Inc.Ohio Aluminum Industries, Inc. Union Employees Defined Benefit Pension Plan2023$75,791not reported in the loaded dataset
Appalachian Regional Healthcare, Inc.Appalachian Regional Healthcare, Inc. Administrative Retirement Plan2023$55,130not reported in the loaded dataset
Prestige Employee Administrators, Inc.Prestige Employee Administrators Retirement Savings Plan2023$54,604$0
Moda Partners, Inc.Moda Partners, Inc. Employee Retirement Plan2023$51,813$0
Carle Holding Company, Inc.Carle Profit Sharing Plan2023$7$45,719
Baker & Mckenzie LlpBaker & Mckenzie Illinois Profit Sharing And 401k Plan2023$44,499$0
Alphastaff Group, Inc.Alphastaff Retirement Savings Plan2023$40,124$0
Tdindustries, Inc.Tdindustries, Inc. 401k/Esop Retirement Plan2023$206$39,677
Noble Services Company LLCNoble Services Company LLC 401(K) And Profit Sharing Plan2023$0$39,182
Noble Services Company LLCNoble Services Company LLC Employees' Retirement Trust2023$35,028not reported in the loaded dataset
Associated General Contractors Of Georgia, Inc.Agc Retirement Savings Plan2023$34,587$0
Gensco, Inc.Gensco Profit Sharing 401(K) Plan2023$30,184$0
Esl Federal Credit UnionEsl Federal Credit Union Pension Plan2023$28,992$0
Macdonald-Miller Facility Solutions, LLCMacdonald-Miller Facility Solutions, LLC 401(K) Plan2023$28,589$0
Clubcorp Usa, Inc.Clubcorp Individual Investment Plan2023$0$28,576
The Odom CorporationThe Odom Corporation Salary Savings Plan2023$27,252not reported in the loaded dataset
ShawcorShawcor 401(K) Plan2023$25,600not reported in the loaded dataset
Wunderlich-Malec Engineering, Inc.Wunderlich-Malec Engineering, Inc. Profit Sharing And Salary Reduction Plan2023$24,829$0
White House Manufacturing CorpWhite House Manufacturing Corporation Retirement Plan2023$24,789not reported in the loaded dataset
Los Angeles Jewish Home For The AgingLa Jewish Home For The Aging Retirement Plan2023$24,733not reported in the loaded dataset
Haldor Topsoe, Inc.Deferred Salary Plan For Employees Of Haldor Topsoe, Inc.2023$0$24,167
Scott Electric CompanyScott Electric Company Employees Retirement Plan2023$0$23,121
Emergency Care Consultants, P.A.The Emergency Care Consultants Retirement Plan And Trust2023$22,390not reported in the loaded dataset
A Place For Mom, Inc.A Place For Mom, Inc. 401(K) Plan2023$21,465not reported in the loaded dataset
Peoples Security Bank & Trust CompanyPeoples Security Bank 401(K) Profit Sharing Plan2023$21,121$0
Anderson Regional Medical CenterAnderson Regional Medical Center Retirement Plan Master Trust2023$10$19,187
Johnson Electric North America Holding Inc.Johnson Electric 401(K) Retirement Savings Plan2023$18,709not reported in the loaded dataset
Dopkins & Company, LlpDopkins & Company Profit Sharing And Employee Savings Plan2023$18,488not reported in the loaded dataset
National Wine & Spirits, Inc.Rndc Hourly Warehousemen & Drivers Pension Plan2023$17,959not reported in the loaded dataset
Bju, Inc.The Bob Jones University Retirement Fund2023$0$17,314
Twin City Foods, Inc.Twin City Foods, Inc. 401(K) Plan2023$16,923$0
Diocese Of YoungstownDiocese Of Youngstown Retirement Income Plan2023$16,661$0
Jones, Skelton & Hochuli, P.L.C.Jones, Skelton & Hochuli, P.L.C. Section 401(K) Profit Sharing Plan2023$0$16,523
Lavie Holdco LLCLavie Holdco 401(K) Plan2023$16,386$0
Fort Wayne Medical Oncology And Hematology, Inc.Fort Wayne Medical Oncology And Hematology, Inc. 401(K) Plan2023$16,318$0
Firelands Regional Health SystemFirelands Regional Health System 401(K) Plan2023$0$15,324
United Church Of Christ HomesUnited Church Of Christ Homes Retirement Plan2023$14,942$0
Midwest Holding Group, Inc.Millis Transfer 401(K) Savings Plan2023$14,912$0
Firelands Regional Health SystemFirelands Regional Medical Center 403(B) Plan2023$0$14,523
The Webster ApartmentsThe Webster Apartments Pension Plan2023$13,585not reported in the loaded dataset
Concurrent Hro, LLCConcurrent Hro 401(K) Plan2023$12,905$0
Associated Builders And Contractors, Inc.Associated Builders And Contractors, Inc. Retirement & Savings Plan2023$12,671$0
Joint Board Of Trustees Of The Illinois Operative Plasterers & CementIllinois Operative Plasterers & Cement Masons Annuity Fund2023$12,235not reported in the loaded dataset
Credit Human Federal Credit UnionCredit Human Federal Credit Union 401(K) Plan2023$0$11,991
Denali Universal Services, LLCDenali Universal Services 401(K) Retirement Plan2023$0$11,520
Chalmers & Kubeck, Inc.Chalmers & Kubeck, Inc. 401(K) Plan2023$0$11,282
Customized Energy Solutions, Ltd.Customized Energy Solutions, Ltd 401(K) Plan2023$11,133$0

Related Form 5500 pages