What does Form 5500 Schedule C report about Charles Schwab Investment Mgmt Inc?

Public Form 5500 Schedule C filings report compensation paid to Charles Schwab Investment Mgmt Inc as a plan service provider. Across loaded filings, total reported compensation is $17,788.

How many plans report Charles Schwab Investment Mgmt Inc as a service provider?

Charles Schwab Investment Mgmt Inc appears on 2 loaded plan(s) across 2 sponsor(s).

Charles Schwab Investment Mgmt 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 Investment Mgmt Inc is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $17,788 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$17.8KDirect + indirect, across loaded filings$17,788

Plans served2

Plan sponsors2

Filings2

Direct vs. indirect compensation

Direct compensation$17.8K

Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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 compensation100%Berliner Cohen, Llp

Top state share of plans50%CA

Plan sponsors served2

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Charles Schwab Investment Mgmt Inc. Bars show relative scale.

1
Berliner Cohen, Llp$17.8K
CA · 1 plan(s)
2
Ocean View Management Company$0
ME · 1 plan(s)

Geographic reach

State footprint

Where Charles Schwab Investment Mgmt Inc appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

1
CA1 plan(s)
2
ME1 plan(s)

Geographic reach

City footprint

Cities where plans reporting Charles Schwab Investment Mgmt Inc are sponsored, by plan count.

1
San Jose, CA1 plan(s)
2
Falmouth, ME1 plan(s)

By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

1
Berliner Cohen Retirement Plan$17.8K
Berliner Cohen, Llp, CA · Direct $17.8K · Indirect $0 · 2023
2
Sea Coast/Oceanview Retirement Plan$0
Ocean View Management Company, ME · Direct $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Charles Schwab Investment Mgmt Inc?: Public Form 5500 Schedule C filings report compensation paid to Charles Schwab Investment Mgmt Inc as a plan service provider. Across loaded filings, total reported compensation is $17,788.
How many plans report Charles Schwab Investment Mgmt Inc as a service provider?: Charles Schwab Investment Mgmt Inc appears on 2 loaded plan(s) across 2 sponsor(s).