Plans listing this provider
169
0.30% of the 56,420 plans with Schedule H financials; 188 in 2023
Providers › Charles Schwab Trust Bank
Charles Schwab Trust Bank
- Service provider, as named on Schedule C
- EIN 421558009
- Plan year 2024
- Direct compensation reported $1,657,866
Assets of those plans
$8,914,854,017
0.11% of all Schedule H plan assets
Plans where it is the recordkeeper
5
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,657,866
55% 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) | 142 |
| 59 | Shareholder servicing fees | 85 |
| 50 | Direct payment from the plan | 48 |
| 21 | Trustee (bank, trust company or similar) | 39 |
| 62 | Float revenue | 27 |
| 25 | Trustee (directed) | 25 |
| 28 | Investment management | 14 |
| 18 | Custodial (other than securities) | 12 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Baker & Mckenzie Illinois Profit Sharing and 401(k) Plan | Baker & Mckenzie | $866,712,894 | 2,269 | $61,177 |
| Proliance Surgeons, Inc., P.S. 401(k) Profit Sharing Plan and Trust | Proliance Surgeons Inc. P.S. | $516,800,576 | 2,853 | $52,561 |
| Veterans United Home Loans 401(k) Plan | Mortgage Research Center | $484,592,646 | 5,293 | $64,959 |
| Northwest AGC Chapters Retirement Plan | Oregon - Columbia Chapter AGC | $328,102,826 | 6,810 | $73,594 |
| Orora Packaging Solutions 401(k) Savings Plan | Orora Packaging Solutions | $304,201,921 | 2,208 | $5 |
| Moda Partners, Inc. Employee Retirement Plan | Moda Partners | $209,041,643 | 1,761 | $61,684 |
| James G. Davis Construction Corporation Profit Sharing, Stock Ownership, and 401(k) Plan | James G. Davis Construction | $198,998,538 | 699 | $31,462 |
| Orthonj 401(k) Plan | Orthonj | $173,704,725 | 966 | $0 |
| Miller Nash LLP 401(k) Plan | Miller Nash | $162,090,055 | 475 | $0 |
| Joy Cone Co. 401(k) Profit Sharing Plan | Joy Cone | $142,230,803 | 1,289 | $0 |
| Capital Accumulation P/S Plan for Employees of Payden & Rygel | Payden & Rygel | $124,276,005 | 295 | $36,540 |
| Harder Mechanical Contractors Retirement Plan | Harder Mechanical Contractors | $110,189,926 | 476 | $23,993 |
| New Directions Retirement Savings Plan for Family Care Network | Family Care Network | $108,766,326 | 677 | $28,495 |
| Scott Electric Company Employees Retirement Plan | Scott Electric | $106,299,753 | 1,035 | $32,390 |
| Northrim Bank Savings Incentive Plan | Northrim Bank | $101,443,534 | 729 | $31,305 |
| The West Clinic 401(k) and Profit Sharing Planrecordkeeper | West Clinic | $98,208,494 | 1,022 | $128,616 |
| AMI 401(k) Profit Sharing Plan | Atlantic Medical Imaging | $97,894,260 | 1,219 | $0 |
| Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan | J. Frank Associates | $90,359,614 | 323 | $0 |
| Deferred Salary Plan for Employees of Haldor Topsoe, Inc. | Haldor Topsoe | $87,158,691 | 299 | $7,368 |
| Keller Rohrback LLP 401(k) Profit Sharing Plan | Keller Rohrback | $86,524,118 | 204 | $19,082 |
| Academy of Art University 401(k) Retirement Plan | Stephens Institute DBA Academy of Art University | $85,648,422 | 802 | $0 |
| Clubcorp Individual Investment Plan | ClubCorp USA | $83,084,458 | 1,076 | $7,573 |
| Ho-chunk, Inc. 401(k) Plan | Ho-chunk | $81,957,366 | 1,958 | $0 |
| Goldbelt 401(k) Plan | Goldbelt | $80,097,234 | 2,166 | $32,171 |
| Johnson Electric 401(k) Retirement Savings Plan | Johnson Electric North America Holding | $79,838,000 | 1,004 | $20,732 |
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.