Charles Schwab Trust — 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 Trust 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 $17,028 and reported indirect compensation totals $36,164.
Reported compensation summary
- Reported direct compensation
- $17,028
- Reported indirect compensation
- $36,164
- Total reported compensation
- $53,192
- 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 |
|---|---|---|---|
| Joy Cone Co. | PA | 1 | $25,346 |
| Vp Holdings Corp. | WI | 1 | $11,638 |
| Strong & Hanni, P.C. | UT | 1 | $10,818 |
| Midland Christian School , Inc. | TX | 1 | $5,390 |
State footprint
Plans reporting Charles Schwab Trust are sponsored in PA (1), TX (1), UT (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Joy Cone Co. | Joy Cone Co. 401(K) Profit Sharing Plan | 2023 | $0 | $25,346 |
| Vp Holdings Corp. | Employee Stock Ownership Plan Of Vita Plus | 2023 | $11,638 | not reported in the loaded dataset |
| Strong & Hanni, P.C. | Strong & Hanni 401(K) Profit Sharing Plan | 2023 | $0 | $10,818 |
| Midland Christian School , Inc. | Midland Christian School Retirement Plan | 2023 | $5,390 | $0 |
Related Form 5500 pages
- Joy Cone Co. 401(K) Profit Sharing Plan (plan 002)
- Joy Cone Co. — all reported plans
- Employee Stock Ownership Plan Of Vita Plus (plan 001)
- Vp Holdings Corp. — all reported plans
- Strong & Hanni 401(K) Profit Sharing Plan (plan 001)
- Strong & Hanni, P.C. — all reported plans
- Midland Christian School Retirement Plan (plan 001)
- Midland Christian School , Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources