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Filters:EIN 943025021 Clear all

Companies

companyThe Charles Schwab Corporation
$8Breported plan assets
EIN: 94-3025021Location: TXPlans: 5Participants: 180,728Latest: 2023
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Plans

planSchwabplan Retirement Savings And Investment PlanFinancial statementProvider compensation2023 filing
$8Breported assets (EOY)
Sponsor: The Charles Schwab CorporationEIN: 94-3025021Plan: 002Participants: 43,523Assets: $7,950,669,667Net assets: $8BAssets / participant: $182.7KLocation: Westlake, TXLatest: 2023
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planThe Charles Schwab Group Life, Accidental Death And Dismemberment, Death Benefit, Medical, Dental And Vision Plan2023 filing
Sponsor: The Charles Schwab CorporationEIN: 94-3025021Plan: 501Participants: 34,866Assets: not reported in the loaded datasetLocation: Westlake, TXLatest: 2023
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planThe Charles Schwab Disability Plan2023 filing
Sponsor: The Charles Schwab CorporationEIN: 94-3025021Plan: 506Participants: 34,113Assets: not reported in the loaded datasetLocation: Westlake, TXLatest: 2023
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planThe Charles Schwab Business Travel Accident Insurance Plan2023 filing
Sponsor: The Charles Schwab CorporationEIN: 94-3025021Plan: 507Participants: 34,113Assets: not reported in the loaded datasetLocation: Westlake, TXLatest: 2023
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planThe Charles Schwab Severance Pay Plan2023 filing
Sponsor: The Charles Schwab CorporationEIN: 94-3025021Plan: 509Participants: 34,113Assets: not reported in the loaded datasetLocation: Westlake, TXLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Schwabplan Retirement Savings And Investment Plan
Sponsor: The Charles Schwab CorporationEIN: 94-3025021Plan: 002Ack ID: 20240918144905NAL0008057792001
filing2023 Form 5500 — The Charles Schwab Group Life, Accidental Death And Dismemberment, Death Benefit, Medical, Dental And Vision Plan
Sponsor: The Charles Schwab CorporationEIN: 94-3025021Plan: 501Ack ID: 20240920162835NAL0004608643001
filing2023 Form 5500 — The Charles Schwab Disability Plan
Sponsor: The Charles Schwab CorporationEIN: 94-3025021Plan: 506Ack ID: 20240920162755NAL0004607395001
filing2023 Form 5500 — The Charles Schwab Business Travel Accident Insurance Plan
Sponsor: The Charles Schwab CorporationEIN: 94-3025021Plan: 507Ack ID: 20240920162600NAL0015979778001
filing2023 Form 5500 — The Charles Schwab Severance Pay Plan
Sponsor: The Charles Schwab CorporationEIN: 94-3025021Plan: 509Ack ID: 20240920162912NAL0007766849001