Plans listing this provider
1,513
2.68% of the 56,420 plans with Schedule H financials; 1,532 in 2023
Providers › Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
- Service provider, as named on Schedule C
- EIN 941737782
- Plan year 2024
- Direct compensation reported $5,563,561
Assets of those plans
$621,670,693,965
7.98% of all Schedule H plan assets
Plans where it is the recordkeeper
18
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$5,563,561
62% 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 |
|---|---|---|
| 59 | Shareholder servicing fees | 1,120 |
| 33 | Securities brokerage | 859 |
| 71 | Securities brokerage commissions and fees | 800 |
| 50 | Direct payment from the plan | 688 |
| 62 | Float revenue | 633 |
| 19 | Custodial (securities) | 203 |
| 55 | Other commissions | 101 |
| 72 | Other investment fees and expenses | 100 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Google LLC 401(k) Savings Plan | $48,738,057,415 | 154,637 | $261,716 | |
| Kaiser Permanente 401(k) Retirement Plan | Kaiser Foundation Health Plan | $22,541,089,460 | 176,765 | $18,655 |
| Southwest Airlines Co. Retirement Savings Plan | Southwest Airlines | $16,991,748,637 | 85,318 | $12,428 |
| United Airlines Pilot Retirement Account Planrecordkeeper | United Airlines | $16,835,964,452 | 20,025 | $709,366 |
| The Home Depot Futurebuilder | Home Depot | $14,149,677,171 | 221,237 | $0 |
| Kaiser Permanente Tax Sheltered Annuity Plan | Kaiser Foundation Health Plan | $13,849,659,130 | 104,754 | $53,551 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $206,048 |
| Advocate Aurora Health 401(k) Plan | Advocate Aurora Health | $10,487,791,739 | 100,747 | $18,171 |
| Booz Allen Hamilton Inc. Employees' Capital Accumulation Plan | Booz Allen Hamilton | $9,322,690,430 | 54,547 | $5,083 |
| Schwabplan Retirement Savings and Investment Plan | Schwab Charles | $8,932,117,605 | 43,060 | $319,890 |
| SAP America, Inc. 401(k) Plan | SAP | $8,142,834,839 | 25,371 | $75,824 |
| Humana Retirement Savings Plan | Humana | $7,706,147,015 | 60,365 | $63,000 |
| HDR, Inc. Best Plan and ESOP | HDR | $7,698,378,085 | 15,939 | $4,037 |
| Intermountain Health 401(k) Plan | Intermountain Health Care | $6,832,891,000 | 83,866 | $32,000 |
| The 401(k) Plan for Permanente Medical Groups | Southern California Permanente Medical Group | $6,535,861,838 | 22,192 | $11,076 |
| Sony USA 401(k) Plan | Sony Corporation of America | $6,211,515,905 | 25,568 | $2,481 |
| Jetblue Airways Retirement Plan | Jetblue Airways | $5,447,050,378 | 26,861 | $43,694 |
| Adobe Inc. 401(k) Retirement Savings Plan | Adobe | $5,033,482,878 | 21,168 | $12,482 |
| Farmers Group, Inc. 401(k) Savings Plan | Farmers Group | $4,990,013,609 | 28,334 | $16,135 |
| T. Rowe Price U.S. Retirement Program | Price T Rowe Group | $4,948,487,009 | 11,973 | $0 |
| HSBC - North America (u. S.) Tax Reduction Investment Plan | HSBC North America Holdings | $4,931,825,202 | 19,508 | $5,036 |
| Baxter International Inc. and Subsidiaries U.S. Retirement Savings Plan | Baxter International | $4,582,271,276 | 29,124 | $9,820 |
| IU Health 401(k) Savings Plan | Indiana University Health | $4,481,656,061 | 50,764 | $18,985 |
| Michelin 401(k) Savings Plan | Michelin North America Inc. C/o Retirement Manager | $4,477,517,422 | 19,521 | $5,675 |
| Savings Plan of Entergy Corporation and Subsidiaries | Entergy | $4,363,805,537 | 12,753 | $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.