Plans listing this provider
626
1.11% of the 56,420 plans with Schedule H financials; 610 in 2023
Providers › Charles Schwab Trust Bank
Charles Schwab Trust Bank
- Service provider, as named on Schedule C
- EIN 823967259
- Plan year 2024
- Direct compensation reported $4,124,402
Assets of those plans
$44,241,542,069
0.57% of all Schedule H plan assets
Plans where it is the recordkeeper
21
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$4,124,402
56% 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) | 502 |
| 62 | Float revenue | 392 |
| 59 | Shareholder servicing fees | 215 |
| 50 | Direct payment from the plan | 201 |
| 25 | Trustee (directed) | 194 |
| 52 | Investment management fees paid indirectly by plan | 106 |
| 37 | Participant loan processing | 91 |
| 21 | Trustee (bank, trust company or similar) | 80 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Tyson Foods, Inc. Retirement Savings Plan | Tyson Foods | $3,735,357,745 | 63,329 | $37,093 |
| Milliman Profit Sharing and Retirement Plan | Milliman Financial Risk Management | $2,120,215,249 | 5,272 | $151,216 |
| Foley & Lardner LLP Defined Contribution Retirement Plan | Foley & Lardner | $1,700,727,443 | 3,143 | $0 |
| Health First Retirement Savings Plan | Health First Shared Services | $903,003,522 | 10,339 | $1,166 |
| Royal Caribbean Cruises Ltd. RET. Savings Plan | Royal Caribbean Cruises | $787,215,333 | 6,217 | $0 |
| Randstad North America 401(k) Plan | Randstad North America | $674,291,248 | 10,511 | $42 |
| Fish & Richardson Profit Sharing - 401(k) Plan | Fish & Richardson | $641,002,178 | 1,446 | $1 |
| Oneoncology, LLC Onerewards Retirement Plan | Oneoncology | $584,693,279 | 9,288 | $106,371 |
| Sound Physicians 401(k) Plan | Sound Inpatient Physicians | $556,965,930 | 5,920 | $0 |
| Columbia Sportswear Company 401(k) Plan | Columbia Sportswear | $462,060,993 | 5,263 | $82 |
| Shannon Medical Center 401(k) Savings and Retirement Plan | Shannon Medical Center | $460,772,377 | 5,503 | $57,894 |
| Cooperative Savings Plan | Cooperative Pension / Savings Board | $455,497,934 | 5,435 | $139,560 |
| CMS Savings Plan and Trust | Covenant Management Systems | $414,185,481 | 2,460 | $31 |
| Weekley Homes 401(k) Plan | Weekley Homes | $413,224,741 | 2,191 | $0 |
| Chickasaw Nation Governmental Enterprises 401(k) Plan | Chickasaw Nation | $382,896,022 | 8,889 | $80,768 |
| Carepoint Health, LLC 401(k) Profit Sharing Plan | Carepoint Health | $372,133,330 | 915 | $22,627 |
| NBT Bancorp Inc. 401(k) & Employee Stock Ownership Plan | NBT Bancorp Inc. 52 South Broad Street Norwich New York 13815. | $366,484,744 | 2,555 | $0 |
| Armanino Advisory LLC 401(k) Profit Sharing Plan | Armanino Advisory | $347,383,760 | 3,415 | $39,297 |
| Carle Profit Sharing Plan | Carle Holding | $329,564,140 | 2,394 | $26 |
| Clyde Companies, Inc. 401(k) Retirement Plan | Clyde Companies | $326,281,209 | 5,014 | $0 |
| Lucidhealth 401(k) Profit Sharing Plan | Premier Imaging Ventures LLC DBA Lucidhealth | $325,364,684 | 626 | $227,476 |
| Brighthouse Services, LLC Savings Plan and Trust | Brighthouse Services | $322,816,032 | 1,755 | $0 |
| Tdindustries, Inc. 401(k)/esop Retirement Plan | Tdindustries | $321,254,607 | 4,548 | $262 |
| Tandem HR, LLC 401(k) Plan | Tandem Management | $309,897,593 | 4,974 | $29,887 |
| First Busey Corporation Profit Sharing Plan and Trust | First Busey | $268,163,537 | 1,843 | $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.