Charles Schwab Trust Company — 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 Company is reported as a service provider on 54 loaded Form 5500 filing(s) across 53 plan sponsor(s) and 53 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $408,841 and reported indirect compensation totals $128,112.
Reported compensation summary
- Reported direct compensation
- $408,841
- Reported indirect compensation
- $128,112
- Total reported compensation
- $536,953
- Filings
- 54
- Plan sponsors
- 53
- Plans
- 53
- 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 |
|---|---|---|---|
| Oregon - Columbia Chapter Agc | OR | 1 | $63,598 |
| Katherine Shaw Bethea Hospital | IL | 1 | $32,620 |
| Payden & Rygel | CA | 1 | $32,388 |
| James G. Davis Construction Corporation | MD | 1 | $31,721 |
| West Coast Paper Company | WA | 1 | $22,378 |
| Family Care Network, Pllc | WA | 1 | $20,527 |
| Town & Country Markets, Inc. | WA | 1 | $20,139 |
| Crystal Clinic Orthopaedic Center, LLC | OH | 1 | $18,399 |
| Cambridge Trust Company | MA | 1 | $16,869 |
| Germain Motor Company | OH | 1 | $13,619 |
State footprint
Plans reporting Charles Schwab Trust Company are sponsored in OH (6), WA (6), PA (6), CA (5), MI (3), FL (2), NY (2), SD (2), TX (2), IL (2), AZ (2), MA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Oregon - Columbia Chapter Agc | Northwest Agc Chapters Retirement Plan | 2023 | $63,598 | $0 |
| Katherine Shaw Bethea Hospital | Katherine Shaw Bethea Hospital Retirement Savings Plan | 2023 | $0 | $32,620 |
| Payden & Rygel | Capital Accumulation P/S Plan For Employees Of Payden & Rygel | 2023 | $32,388 | $0 |
| James G. Davis Construction Corporation | James G. Davis Construction Corporation Profit Sharing, Stock Ownership, And 401(K) Plan | 2023 | $31,721 | $0 |
| West Coast Paper Company | The Profit Sharing Plan And Trust Of West Coast Paper Company | 2023 | $22,378 | $0 |
| Family Care Network, Pllc | New Directions Retirement Savings Plan For Family Care Network | 2023 | $20,527 | $0 |
| Town & Country Markets, Inc. | Town & Country Markets, Inc. Retirement Savings Plan | 2023 | $20,139 | not reported in the loaded dataset |
| Crystal Clinic Orthopaedic Center, LLC | Crystal Clinic Orthopaedic Center, LLC 401(K) Profit Sharing Plan | 2023 | $18,399 | not reported in the loaded dataset |
| Cambridge Trust Company | Cambridge Bancorp Employee Retirement Plan | 2023 | $16,869 | not reported in the loaded dataset |
| Germain Motor Company | Germain Retirement Security Savings Plan | 2023 | $13,619 | $0 |
| Opn Architects, Inc. | Opn Architects, Inc. Profit Sharing Plan | 2023 | $0 | $12,588 |
| Mcclymonds Supply & Transit Company, Inc. | Mcclymonds Supply & Transit Company, Inc. 401(K) Plan | 2023 | $12,462 | $0 |
| Prairie State Tractor LLC | Prairie State Tractor LLC 401(K) Profit Sharing Plan | 2023 | $0 | $12,067 |
| Vogel Holding, Inc. | Vogel Retirement Plan | 2023 | $11,258 | $0 |
| Norpac Resources, LLC | Norpac Resources,LLC 401(K) Profit Sharing Plan | 2023 | $10,903 | $0 |
| Slr International Corporation | Slr International Corporation 401(K) Savings Plan | 2023 | $10,881 | not reported in the loaded dataset |
| Germain Automotive Partnership, Inc. | Germain Automotive Partnership, Inc. 401(K) Plan | 2023 | $10,699 | $0 |
| Fluid Components International, LLC | Fluid Components International, LLC 401k Profit Sharing Plan | 2023 | $0 | $9,480 |
| Standard Meat Company, LLC | Standard Meat Company 401(K) Plan & Trust | 2023 | $0 | $8,957 |
| Ims Recycling Services, Inc. | Ims Recycling Services, Inc. 401(K) Profit Sharing Plan | 2023 | $8,722 | $0 |
| National Youth Advocate Program | National Youth Advocate Program 401(K) Plan | 2023 | $8,677 | not reported in the loaded dataset |
| Superior Electric Great Lakes Company | Superior Electric Great Lakes 401(K) Plan | 2023 | $8,337 | not reported in the loaded dataset |
| Pgt Trucking, Inc. | Universal Industries Employees' Profit Sharing And 401(K) Plan | 2023 | $7,961 | $0 |
| W.K.S. Restaurant Corporation | W.K.S. Restaurant Group 401(K) Plan | 2023 | $7,815 | $0 |
| Leader Dogs For The Blind | Leader Dogs Employees 401(K) Profit Sharing Plan | 2023 | $7,732 | not reported in the loaded dataset |
| Right! Systems, Inc. | Right! Systems, Inc. 401(K) Profit Sharing Retirement Plan | 2023 | $0 | $7,553 |
| Horizon House | Horizon House 403(B) Plan | 2023 | $7,417 | not reported in the loaded dataset |
| Anchor Construction Corporation | Anchor Construction Corporation 401(K) Retirement Plan | 2023 | $7,156 | not reported in the loaded dataset |
| Madison Health | Madison Health Employees' 401(K) Pension Plan | 2023 | $6,970 | $0 |
| Consumers Supply Dist LLC | Consumers Supply Dist 401(K) | 2023 | $6,831 | not reported in the loaded dataset |
| Rohrich Automotive Group | Rohrich Automotive Group 401(K) Profit Sharing Plan | 2023 | $6,276 | $0 |
| Clm Center For Life Management | Clm Center For Life Management Tax Sheltered Annuity Plan | 2023 | $0 | $6,226 |
| The Fiesta Tableware Company | The Fiesta Tableware Company And The United Steel, And Forestry, Rubber, Manufacturing, Energy, Allie Service Workers Intl Union Local 419m | 2023 | $6,152 | $0 |
| San Francisco Food Bank | 403(B) Thrift Plan For Employees Of The San Francisco Food Bank | 2023 | $0 | $5,489 |
| Shuster'S Builders Supplies, Inc. | Shuster'S Employees' Profit Sharing And 401(K) Plan | 2023 | $5,401 | $0 |
| Innovation Associates, Inc. | Innovation Associates 401(K) | 2023 | $0 | $5,360 |
| Visiting Nurse Association Of The Treasure Coast, Inc. | Vna Of The Treasure Coast 403(B) Plan | 2023 | $0 | $5,251 |
| Millennium Software | Millennium Software 401(K) Profit Sharing Plan & Trust | 2023 | $5,196 | not reported in the loaded dataset |
| D & D Distributors, Lllp | D & D Distributors Non-Union 401(K) Plan | 2023 | $0 | $5,093 |
| Matson Lumber Company | Matson Lumber Company 401(K) Profit Sharing Plan | 2023 | $5,077 | $0 |
| Schepel Buick Gmc, Inc. | Schepel Buick Gmc, Inc. 401(K) Plan | 2023 | $0 | $4,964 |
| Superior Credit Union, Inc. | Superior Credit Union, Inc. 401(K) Plan And Trust | 2023 | $0 | $4,722 |
| The Tatitlek Corporation | The Tatitlek Corporation 401(K) Plan | 2023 | $4,054 | not reported in the loaded dataset |
| Sweeteners Plus LLC | Sweeteners Plus LLC 401(K) Profit Sharing Plan And Trust | 2023 | $0 | $3,905 |
| Ron Bouchard'S Auto Sales, Inc. D/B/A Honda Store | Ron Bouchard'S Auto Sales, Inc. 401(K) Savings Plan | 2023 | $0 | $1,999 |
| Louisville Ladder, Inc. | Louisville Ladder, Inc. Retirement Plan For Hourly Employees | 2023 | $0 | $1,838 |
| Bluewater Energy, Inc. | Bluewater Energy, Inc. 401 (K) Plan | 2023 | $1,716 | $0 |
| Its Inc | Its Inc 401(K) Retirement Plan & Trust | 2023 | $1,035 | not reported in the loaded dataset |
| Prince Manufacturing Corporation | Prince Manufacturing Corporation 401(K) Retirement Plan | 2023 | $475 | not reported in the loaded dataset |
| Phoenix Art Museum | Phoenix Art Museum 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Northwest Agc Chapters Retirement Plan (plan 002)
- Oregon - Columbia Chapter Agc — all reported plans
- Katherine Shaw Bethea Hospital Retirement Savings Plan (plan 002)
- Katherine Shaw Bethea Hospital — all reported plans
- Capital Accumulation P/S Plan For Employees Of Payden & Rygel (plan 001)
- Payden & Rygel — all reported plans
- James G. Davis Construction Corporation Profit Sharing, Stock Ownership, And 401(K) Plan (plan 001)
- James G. Davis Construction Corporation — all reported plans
- The Profit Sharing Plan And Trust Of West Coast Paper Company (plan 001)
- West Coast Paper Company — all reported plans
- New Directions Retirement Savings Plan For Family Care Network (plan 001)
- Family Care Network, Pllc — all reported plans
- Town & Country Markets, Inc. Retirement Savings Plan (plan 001)
- Town & Country Markets, Inc. — all reported plans
- Crystal Clinic Orthopaedic Center, LLC 401(K) Profit Sharing Plan (plan 001)
- Crystal Clinic Orthopaedic Center, LLC — all reported plans
- Cambridge Bancorp Employee Retirement Plan (plan 001)
- Cambridge Trust Company — all reported plans
- Germain Retirement Security Savings Plan (plan 001)
- Germain Motor Company — all reported plans
- Opn Architects, Inc. Profit Sharing Plan (plan 002)
- Opn Architects, Inc. — all reported plans
- Mcclymonds Supply & Transit Company, Inc. 401(K) Plan (plan 001)
- Mcclymonds Supply & Transit Company, Inc. — all reported plans
- Prairie State Tractor LLC 401(K) Profit Sharing Plan (plan 001)
- Prairie State Tractor LLC — all reported plans
- Vogel Retirement Plan (plan 003)
- Vogel Holding, Inc. — all reported plans
- Norpac Resources,LLC 401(K) Profit Sharing Plan (plan 001)
- Norpac Resources, LLC — all reported plans
- Slr International Corporation 401(K) Savings Plan (plan 002)
- Slr International Corporation — all reported plans
- Germain Automotive Partnership, Inc. 401(K) Plan (plan 001)
- Germain Automotive Partnership, Inc. — all reported plans
- Fluid Components International, LLC 401k Profit Sharing Plan (plan 002)
- Fluid Components International, LLC — all reported plans
- Standard Meat Company 401(K) Plan & Trust (plan 001)
- Standard Meat Company, LLC — all reported plans
- Ims Recycling Services, Inc. 401(K) Profit Sharing Plan (plan 001)
- Ims Recycling Services, Inc. — all reported plans
- National Youth Advocate Program 401(K) Plan (plan 001)
- National Youth Advocate Program — all reported plans
- Superior Electric Great Lakes 401(K) Plan (plan 001)
- Superior Electric Great Lakes Company — all reported plans
- Universal Industries Employees' Profit Sharing And 401(K) Plan (plan 002)
- Pgt Trucking, Inc. — all reported plans
- W.K.S. Restaurant Group 401(K) Plan (plan 001)
- W.K.S. Restaurant Corporation — all reported plans
- Leader Dogs Employees 401(K) Profit Sharing Plan (plan 002)
- Leader Dogs For The Blind — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources