Plans listing this provider
31
0.05% of the 56,420 plans with Schedule H financials; 47 in 2023
Providers › Charles Schwab
Charles Schwab
- Service provider, as named on Schedule C
- EIN 251838406
- Plan year 2024
- Direct compensation reported $115,558
Assets of those plans
$642,000,034
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$115,558
32% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 19 | Custodial (securities) | 28 |
| 59 | Shareholder servicing fees | 17 |
| 15 | Recordkeeping and information management | 3 |
| 50 | Direct payment from the plan | 3 |
| 13 | Contract administrator | 2 |
| 28 | Investment management | 2 |
| 34 | Valuation (appraisals etc.) | 2 |
| 37 | Participant loan processing | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Meketa Investment Group, Inc. Profit Sharing Plan | Meketa Investment Group | $56,273,484 | 333 | $0 |
| Patterson & Sheridan, LLP Profit Sharing 401(k) Plan | Patterson & Sheridan | $53,707,672 | 232 | $0 |
| Cirtec Medical Corporation 401(k) Plan | Cirtec Medical | $52,087,636 | 1,881 | $20,300 |
| Aacn 401(k) Retirement Savings Plan | American Association of Critical-care Nurses | $49,019,267 | 233 | $0 |
| Columbia Hospitality 401(k) Plan | Columbia Hospitality | $43,762,168 | 2,632 | $0 |
| Richards, Inc. 401(k) Profit Sharing Plan and Trust | Richards | $36,838,592 | 197 | $0 |
| Sacramento ENT Medical Group Inc. Profit Sharing Plan | Sacramento EAR Nose and Throat Surgical and Medical Group | $35,082,238 | 201 | $0 |
| Benihana 401(k) Plan | Benihana National | $26,858,965 | 4,247 | $0 |
| Healthcare Financial Management Association Retirement and 401(k) Plan | Healthcare Financial Management Association | $25,776,818 | 115 | $0 |
| Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan | Semler Brossy Consulting Group | $24,317,655 | 150 | $18,291 |
| Porteous, Hainkel & Johnson, LLP 401(k) Retirement Plan and Trust | Porteous Hainkel & Johnson | $24,043,359 | 130 | $0 |
| David M. Maines & Associates, Inc. 401(k) Plan | David M. Maines Associates | $22,100,296 | 151 | $6,620 |
| Yamada North America Inc. Associates Retirement Plan | Yamada North America | $19,239,139 | 445 | $0 |
| The 401(k) Profit Sharing Plan of Tacoma Screw Products, Inc. | Tacoma Screw Products | $18,764,632 | 243 | $6,727 |
| Addium 401(k) Plan | Addium | $18,339,732 | 219 | $2,143 |
| Gripple, Inc. 401(k) Plan | Gripple | $16,875,955 | 252 | $0 |
| K & H Printers-lithographers, Inc. 401(k) Retirement & Profit Sharing Plan | K & H Printers-lithographers | $16,112,246 | 224 | $0 |
| Outsell Corporation 401(k) P/S Plan 401(k) Profit Sharing Planrecordkeeper | Outsell | $15,490,698 | 242 | not reported |
| Bluehawk, LLC 401(k) Planrecordkeeper | Bluehawk | $14,891,781 | 273 | $0 |
| Dawson Construction, LLC Retirement Planrecordkeeper | Dawson Construction | $12,731,330 | 190 | $33,788 |
| Zymeworks Biopharmaceuticals 401(k) Plan | Zymeworks Biopharmaceuticals | $12,214,083 | 163 | $166 |
| CDO Technologies 401(k) Retirement Plan | CDO Technologies | $11,130,977 | 247 | $0 |
| Center for Human Services 401(k) Plan | Center for Human Services | $7,696,495 | 398 | $0 |
| Gourmet Boutique, LLC Retirement Plan | Gourmet Boutique | $7,658,388 | 114 | $27,267 |
| Roger's Gardens 401(k) Profit Sharing Plan | Roger's Gardens Newport Beach | $7,319,988 | 120 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.