Schwab — 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, Schwab is reported as a service provider on 10 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $17,438 and reported indirect compensation totals $24,301.
Reported compensation summary
- Reported direct compensation
- $17,438
- Reported indirect compensation
- $24,301
- Total reported compensation
- $41,739
- Filings
- 10
- Plan sponsors
- 10
- Plans
- 10
- 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 |
|---|---|---|---|
| Cirtec Medical Corporation | MN | 1 | $10,358 |
| Community Action Partnership Of Kern | CA | 1 | $7,196 |
| Godshall'S Quality Meats | — | 1 | $7,080 |
| Healthcare Financial Management Association | IL | 1 | $6,741 |
| Southern Michigan Bancorp, Inc. | MI | 1 | $4,809 |
| Sacramento Ear Nose And Throat Surgical And Medical Group Inc | CA | 1 | $3,061 |
| Semler Brossy Consulting Group, LLC | CA | 1 | $2,494 |
| Blackhawk Country Club | CA | 1 | $0 |
| House Of Cheatham, LLC | GA | 1 | $0 |
| Marathon Health, LLC. | VT | 1 | $0 |
State footprint
Plans reporting Schwab are sponsored in CA (4), GA (1), IL (1), MI (1), MN (1), VT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Cirtec Medical Corporation | Cirtec Medical Corporation 401(K) Plan | 2023 | $10,358 | $0 |
| Community Action Partnership Of Kern | Community Action Partnership Of Kern 401(A) Plan | 2023 | $0 | $7,196 |
| Godshall'S Quality Meats | Godshall'S Quality Meats Employee Stock Ownership Plan | 2023 | $7,080 | not reported in the loaded dataset |
| Healthcare Financial Management Association | Healthcare Financial Management Association Retirement And 401k Plan | 2023 | $0 | $6,741 |
| Southern Michigan Bancorp, Inc. | Southern Michigan Bancorp, Inc. Employee Stock Ownership Plan | 2023 | $0 | $4,809 |
| Sacramento Ear Nose And Throat Surgical And Medical Group Inc | Sacramento Ent Medical Group Inc. Profit Sharing Plan | 2023 | $0 | $3,061 |
| Semler Brossy Consulting Group, LLC | Semler Brossy Consulting Group, LLC 401(K) Profit Sharing Plan | 2023 | $0 | $2,494 |
| Blackhawk Country Club | Blackhawk Country Club Employee Savings Plan | 2023 | $0 | $0 |
| Marathon Health, LLC. | Marathon Health, LLC. 401(K) Plan | 2023 | $0 | $0 |
| House Of Cheatham, LLC | House Of Cheatham, LLC 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Cirtec Medical Corporation 401(K) Plan (plan 002)
- Cirtec Medical Corporation — all reported plans
- Community Action Partnership Of Kern 401(A) Plan (plan 001)
- Community Action Partnership Of Kern — all reported plans
- Godshall'S Quality Meats Employee Stock Ownership Plan (plan 002)
- Godshall'S Quality Meats — all reported plans
- Healthcare Financial Management Association Retirement And 401k Plan (plan 001)
- Healthcare Financial Management Association — all reported plans
- Southern Michigan Bancorp, Inc. Employee Stock Ownership Plan (plan 002)
- Southern Michigan Bancorp, Inc. — all reported plans
- Sacramento Ent Medical Group Inc. Profit Sharing Plan (plan 004)
- Sacramento Ear Nose And Throat Surgical And Medical Group Inc — all reported plans
- Semler Brossy Consulting Group, LLC 401(K) Profit Sharing Plan (plan 001)
- Semler Brossy Consulting Group, LLC — all reported plans
- Blackhawk Country Club Employee Savings Plan (plan 002)
- Blackhawk Country Club — all reported plans
- Marathon Health, LLC. 401(K) Plan (plan 001)
- Marathon Health, LLC. — all reported plans
- House Of Cheatham, LLC 401(K) Plan (plan 001)
- House Of Cheatham, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources