Schwab Retirement Plan Services — 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 Retirement Plan Services is reported as a service provider on 19 loaded Form 5500 filing(s) across 17 plan sponsor(s) and 19 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,881,407 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $3,881,407
- Reported indirect compensation
- $0
- Total reported compensation
- $3,881,407
- Filings
- 19
- Plan sponsors
- 17
- Plans
- 19
- 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 |
|---|---|---|---|
| The Charles Schwab Corporation | TX | 1 | $2,381,112 |
| Tetra Pak, Inc. | IL | 1 | $254,049 |
| Kokosing Construction Company, Inc. | OH | 2 | $249,743 |
| Nintendo Of America Inc. | WA | 1 | $197,089 |
| Rogers Group, Inc. | TN | 1 | $152,061 |
| Aaa Cooper Transportation | AL | 1 | $148,142 |
| Emerson Health System, Inc. | MA | 1 | $91,716 |
| Natixis North America LLC | NY | 1 | $88,776 |
| Orrick, Herrington & Sutcliffe Llp | CA | 2 | $87,236 |
| Macdermid, Incorporated | CT | 1 | $85,000 |
State footprint
Plans reporting Schwab Retirement Plan Services are sponsored in OH (3), NY (3), CA (2), WA (2), IL (1), AL (1), MA (1), TN (1), TX (1), LA (1), AZ (1), CT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Charles Schwab Corporation | Schwabplan Retirement Savings And Investment Plan | 2023 | $2,381,112 | not reported in the loaded dataset |
| Tetra Pak, Inc. | Tetra Pak Retirement Savings Plan | 2023 | $254,049 | not reported in the loaded dataset |
| Kokosing Construction Company, Inc. | The Kokosing Group 401(K) Profit Sharing Plan | 2023 | $230,900 | not reported in the loaded dataset |
| Nintendo Of America Inc. | Nintendo Of America Inc. Defined Benefit Retirement Plan | 2023 | $197,089 | not reported in the loaded dataset |
| Rogers Group, Inc. | Rogers Group Inc & Its Affiliates Retirement Plan | 2023 | $152,061 | not reported in the loaded dataset |
| Aaa Cooper Transportation | Aaa Cooper Transportation Pension Plan For Eligible Employees | 2023 | $148,142 | not reported in the loaded dataset |
| Emerson Health System, Inc. | Retirement Plan For Employees Of Emerson Hospital | 2023 | $91,716 | not reported in the loaded dataset |
| Natixis North America LLC | Natixis Us Cib Defined Benefit Pension Plan | 2023 | $88,776 | not reported in the loaded dataset |
| Macdermid, Incorporated | Macdermid, Incorporated Employees' Pension Plan | 2023 | $85,000 | $0 |
| Orrick, Herrington & Sutcliffe Llp | Orrick, Herrington & Sutcliffe, Llp Partners' Pension Plan | 2023 | $78,849 | not reported in the loaded dataset |
| Washington Permanente Medical Group | Washington Permanente Medical Group Cash Balance Pension Plan | 2023 | $72,251 | not reported in the loaded dataset |
| Paul Weiss Rifkind Wharton & Garrison Llp | Paul, Weiss, Rifkind, Wharton & Garrison Llp Defined Contribution Retirement Plan | 2023 | $23,223 | not reported in the loaded dataset |
| Kokosing Construction Company, Inc. | Kokosing Construction Company, Inc. Union 401 (K) Plan | 2023 | $18,843 | not reported in the loaded dataset |
| Evans Bank, N.A. | Evans Bank, N.A. Pension Plan | 2023 | $16,448 | not reported in the loaded dataset |
| Vorys, Sater, Seymour And Pease Llp | Vorys, Sater, Seymour And Pease Llp Cash Balance Pension Plan | 2023 | $11,976 | not reported in the loaded dataset |
| Neurosurgical Associates, Ltd. | Neurosurgical Associates, Ltd. Cash Balance Pension Plan | 2023 | $9,500 | not reported in the loaded dataset |
| International-Matex Tank Terminals LLC | International-Matex Tank Terminals Retirement Investment Plan | 2023 | $9,085 | not reported in the loaded dataset |
| Orrick, Herrington & Sutcliffe Llp | Orrick, Herrington & Sutcliffe Llp Defined Benefit Plan | 2023 | $8,387 | not reported in the loaded dataset |
| King & Spalding Llp | King & Spalding Llp Cash Balance Pension Plan | 2023 | $4,000 | $0 |
Related Form 5500 pages
- Schwabplan Retirement Savings And Investment Plan (plan 002)
- The Charles Schwab Corporation — all reported plans
- Tetra Pak Retirement Savings Plan (plan 010)
- Tetra Pak, Inc. — all reported plans
- The Kokosing Group 401(K) Profit Sharing Plan (plan 001)
- Kokosing Construction Company, Inc. — all reported plans
- Nintendo Of America Inc. Defined Benefit Retirement Plan (plan 002)
- Nintendo Of America Inc. — all reported plans
- Rogers Group Inc & Its Affiliates Retirement Plan (plan 002)
- Rogers Group, Inc. — all reported plans
- Aaa Cooper Transportation Pension Plan For Eligible Employees (plan 001)
- Aaa Cooper Transportation — all reported plans
- Retirement Plan For Employees Of Emerson Hospital (plan 001)
- Emerson Health System, Inc. — all reported plans
- Natixis Us Cib Defined Benefit Pension Plan (plan 002)
- Natixis North America LLC — all reported plans
- Macdermid, Incorporated Employees' Pension Plan (plan 004)
- Macdermid, Incorporated — all reported plans
- Orrick, Herrington & Sutcliffe, Llp Partners' Pension Plan (plan 006)
- Orrick, Herrington & Sutcliffe Llp — all reported plans
- Washington Permanente Medical Group Cash Balance Pension Plan (plan 003)
- Washington Permanente Medical Group — all reported plans
- Paul, Weiss, Rifkind, Wharton & Garrison Llp Defined Contribution Retirement Plan (plan 006)
- Paul Weiss Rifkind Wharton & Garrison Llp — all reported plans
- Kokosing Construction Company, Inc. Union 401 (K) Plan (plan 005)
- Evans Bank, N.A. Pension Plan (plan 001)
- Evans Bank, N.A. — all reported plans
- Vorys, Sater, Seymour And Pease Llp Cash Balance Pension Plan (plan 005)
- Vorys, Sater, Seymour And Pease Llp — all reported plans
- Neurosurgical Associates, Ltd. Cash Balance Pension Plan (plan 003)
- Neurosurgical Associates, Ltd. — all reported plans
- International-Matex Tank Terminals Retirement Investment Plan (plan 334)
- International-Matex Tank Terminals LLC — all reported plans
- Orrick, Herrington & Sutcliffe Llp Defined Benefit Plan (plan 001)
- King & Spalding Llp Cash Balance Pension Plan (plan 003)
- King & Spalding Llp — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources