Plans listing this provider
809
1.43% of the 56,420 plans with Schedule H financials; 772 in 2023
Providers › Schwab Retirement Plan Services,inc
Schwab Retirement Plan Services,inc
- Service provider, as named on Schedule C
- EIN 341479833
- Plan year 2024
- Direct compensation reported $97,552,660
Assets of those plans
$272,371,220,509
3.50% of all Schedule H plan assets
Plans where it is the recordkeeper
806
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$82.86
across 797 plans that pay it 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 |
|---|---|---|
| 15 | Recordkeeping and information management | 806 |
| 50 | Direct payment from the plan | 805 |
| 64 | Recordkeeping fees | 801 |
| 26 | Investment advisory (participants) | 576 |
| 59 | Shareholder servicing fees | 14 |
| 21 | Trustee (bank, trust company or similar) | 3 |
| 37 | Participant loan processing | 2 |
| 17 | Consulting (pension) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Planrecordkeeper | United Airlines | $16,835,964,452 | 20,025 | $260,866 |
| Southwest Airlines Pilots Retirement Savings Planrecordkeeper | Southwest Airlines | $11,622,763,375 | 12,980 | $371,728 |
| Schwabplan Retirement Savings and Investment Planrecordkeeper | Schwab Charles | $8,932,117,605 | 43,060 | $2,750,314 |
| Humana Retirement Savings Planrecordkeeper | Humana | $7,706,147,015 | 60,365 | $2,068,922 |
| HDR, Inc. Best Plan and ESOPrecordkeeper | HDR | $7,698,378,085 | 15,939 | $817,629 |
| The 401(k) Plan for Permanente Medical Groupsrecordkeeper | Southern California Permanente Medical Group | $6,535,861,838 | 22,192 | $91,213 |
| Latham & Watkins 401(k) Savings and Profit Sharing Planrecordkeeper | Latham & Watkins | $3,071,147,941 | 8,020 | $260,064 |
| Black & Veatch Retirement Programrecordkeeper | BVH | $3,040,446,983 | 10,352 | $472,953 |
| Freeport-mcmoran Inc. Employee Capital Accumulation Programrecordkeeper | Freeport-McMoRan | $2,670,667,399 | 18,705 | $278,206 |
| Novo Nordisk Inc. 401(k) Savings Planrecordkeeper | Novo Nordisk A/S | $2,538,744,944 | 11,252 | $774,372 |
| Netjets Aviation, Inc. 401(k) Retirement Planrecordkeeper | Netjets Aviation | $2,464,050,640 | 4,511 | $393,638 |
| Paypal 401(k) Savings Planrecordkeeper | PayPal Holdings | $2,248,771,989 | 14,244 | $702,129 |
| HNTB Ownership Planrecordkeeper | HNTB Holdings | $2,177,568,788 | 8,265 | $231,389 |
| Medamerica 401(k) Profit Sharing Plan for Employees of Vituityrecordkeeper | Medamerica Inc. DBA Vituity | $2,160,613,118 | 8,222 | $2,199,527 |
| Allianz Asset Management of America 401(k) Savings and Retirement Planrecordkeeper | Allianz Asset Management of America | $2,157,697,959 | 4,907 | $219,925 |
| Southern Glazer's 401(k) Planrecordkeeper | Southern Glazer's Wine and Spirits | $2,071,024,330 | 19,804 | $1,210,502 |
| Invesco 401(k) Planrecordkeeper | Invesco Holding Company (US) | $1,950,146,410 | 4,891 | $151,169 |
| Sidley Austin LLP Savings and Investment Planrecordkeeper | Sidley Austin | $1,932,030,718 | 5,876 | $217,495 |
| The Mathworks 401(k) Retirement Planrecordkeeper | Mathworks | $1,798,430,908 | 5,108 | $266,746 |
| Teamhealth 401(k) Planrecordkeeper | Ameriteam Services | $1,798,253,817 | 18,360 | $1,028,058 |
| Brown & Brown, Inc Employee Savings Planrecordkeeper | Brown & Brown | $1,754,611,565 | 12,841 | $666,522 |
| The SCI 401(k) Retirement Savings Planrecordkeeper | Service Corporation International | $1,753,628,148 | 26,303 | $1,024,813 |
| Savings Plan for Employees at Ornlrecordkeeper | Ut-battelle | $1,753,105,022 | 8,903 | $320,689 |
| Infineon Technologies Savings Planrecordkeeper | International Rectifier | $1,743,065,408 | 6,471 | $357,265 |
| Encompass Health Corporation 401(k) Retirement Planrecordkeeper | Encompass Health | $1,722,944,967 | 26,994 | $1,108,655 |
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.