Search public Form 5500 filings

Plans

• planSchwab Indexed Retirement Trust Fund 2040Financial statement2023 filing
  $2.1Breported assets (EOY)
  Sponsor: Charles Schwab Trust BankEIN: 81-0625169Plan: 017Participants: not reported in the loaded datasetAssets: $2,123,161,165Net assets: $2.1BLocation: Henderson, NVLatest: 2023
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• planSchwab Indexed Retirement Trust Fund 2030Financial statement2023 filing
  $2Breported assets (EOY)
  Sponsor: Charles Schwab Trust BankEIN: 81-0625169Plan: 015Participants: not reported in the loaded datasetAssets: $1,950,580,036Net assets: $1.9BLocation: Henderson, NVLatest: 2023
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• planSchwab Indexed Retirement Trust Fund 2050Financial statement2023 filing
  $1.8Breported assets (EOY)
  Sponsor: Charles Schwab Trust BankEIN: 81-0625169Plan: 019Participants: not reported in the loaded datasetAssets: $1,788,622,325Net assets: $1.8BLocation: Henderson, NVLatest: 2023
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• planSchwab Managed Retirement Trust Fund 2040Financial statement2023 filing
  $1.5Breported assets (EOY)
  Sponsor: Charles Schwab Trust BankEIN: 81-0625169Plan: 004Participants: not reported in the loaded datasetAssets: $1,544,740,295Net assets: $1.5BLocation: Henderson, NVLatest: 2023
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• planSchwab Institutional Diversified International Trust FundFinancial statement2023 filing
  $1.5Breported assets (EOY)
  Sponsor: Charles Schwab Trust BankEIN: 81-0625170Plan: 006Participants: not reported in the loaded datasetAssets: $1,457,077,049Net assets: $1.4BLocation: Henderson, NVLatest: 2023
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• planSchwab Managed Retirement Trust Fund 2030Financial statement2023 filing
  $1.4Breported assets (EOY)
  Sponsor: Charles Schwab Trust BankEIN: 81-0625169Plan: 003Participants: not reported in the loaded datasetAssets: $1,371,817,879Net assets: $1.4BLocation: Henderson, NVLatest: 2023
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• planSchwab Institutional Large Cap Value Trust FundFinancial statement2023 filing
  $1.3Breported assets (EOY)
  Sponsor: Charles Schwab Trust BankEIN: 81-0625170Plan: 001Participants: not reported in the loaded datasetAssets: $1,335,457,635Net assets: $1.3BLocation: Henderson, NVLatest: 2023
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• planSchwab Managed Retirement Trust Fund 2050Financial statement2023 filing
  $1.2Breported assets (EOY)
  Sponsor: Charles Schwab Trust BankEIN: 81-0625169Plan: 010Participants: not reported in the loaded datasetAssets: $1,208,906,216Net assets: $1.2BLocation: Henderson, NVLatest: 2023
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