Charles Schwab & Co., Inc. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Charles Schwab & Co., Inc. is reported as a service provider on 1,718 loaded Form 5500 filing(s) across 1,599 plan sponsor(s) and 1,715 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $4,961,166 and reported indirect compensation totals $61,863.
Reported compensation summary
- Reported direct compensation
- $4,961,166
- Reported indirect compensation
- $61,863
- Total reported compensation
- $5,023,029
- Filings
- 1,718
- Plan sponsors
- 1,599
- Plans
- 1,715
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| United Airlines, Inc. | IL | 1 | $633,247 |
| Maynard Nexsen, Pc | AL | 1 | $320,017 |
| The Charles Schwab Corporation | TX | 1 | $263,822 |
| Central Valley Community Medical Imaging | CA | 1 | $213,689 |
| Eurofins Nsc Us, Inc. | PA | 1 | $181,688 |
| Southwest Airlines Company | TX | 3 | $173,644 |
| Frost Brown Todd Llp | KY | 2 | $171,307 |
| Southern California Permanente Medical Group | CA | 3 | $110,780 |
| Caci International, Inc. | VA | 1 | $76,873 |
| Apple Inc. | CA | 1 | $63,410 |
State footprint
Plans reporting Charles Schwab & Co., Inc. are sponsored in CA (191), IL (139), NY (126), TX (117), MO (99), OH (77), MN (67), PA (66), WA (65), FL (57), GA (55), MI (48).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $633,232 | $15 |
| Maynard Nexsen, Pc | Maynard Nexsen Pc 401(K) Plan & Trust | 2023 | $320,017 | $0 |
| The Charles Schwab Corporation | Schwabplan Retirement Savings And Investment Plan | 2023 | $263,762 | $60 |
| Central Valley Community Medical Imaging | Community Medical Imaging 401(K) Profit Sharing Plan | 2023 | $213,689 | $0 |
| Eurofins Nsc Us, Inc. | Eurofins Scientific, Inc. 401(K) Incentive Savings Plan | 2023 | $181,688 | $0 |
| Southwest Airlines Company | Southwest Airlines Pilots Retirement Savings Plan | 2023 | $158,566 | $20 |
| Frost Brown Todd Llp | Frost Brown Todd Llp Retirement Savings Plan For Associated Lawyers | 2023 | $102,855 | $0 |
| Southern California Permanente Medical Group | Scpmg Keogh Plan | 2023 | $100,634 | $16 |
| Caci International, Inc. | The Caci Smart Plan | 2023 | $76,873 | $0 |
| Frost Brown Todd Llp | Frost Brown Todd Llp Retirement Savings Plan | 2023 | $68,452 | $0 |
| Apple Inc. | Apple 401(K) Plan | 2023 | $63,410 | $0 |
| Frontier Airlines, Inc. | Frontier Airlines, Inc. 401(K) Retirement Plan | 2023 | $53,992 | $0 |
| Freeport-Mcmoran Inc. | Freeport-Mcmoran Inc. Employee Capital Accumulation Program | 2023 | $50,992 | $11 |
| York Building Products Co., Inc. | York Building Products Co. Inc. Profit Sharing Plan And Trust | 2023 | $46,398 | not reported in the loaded dataset |
| Balyasny Asset Management, L.P. | Balyasny Asset Management 401(K) Plan | 2023 | $45,438 | $0 |
| Humana Inc. | Humana Retirement Savings Plan | 2023 | $45,368 | $20 |
| The Aes Corporation | The Aes Corporation Retirement Savings Plan | 2023 | $41,093 | $0 |
| Nassau Candy Distributors, Inc. | Nassau Candy Pension Plan | 2023 | $38,848 | $0 |
| Retail Wholesale Department Store Union Local 108 | Local 108 Health Expense Benefits Plan | 2023 | $37,134 | not reported in the loaded dataset |
| 3m Company | 3m Voluntary Investment Plan And Employee Stock Ownership Plan | 2023 | $24,147 | $12,798 |
| Pitney Bowes Inc. | Pitney Bowes Inc. 401(K) Plan | 2023 | $35,575 | $0 |
| International-Matex Tank Terminals LLC | International-Matex Tank Terminals Retirement Investment Plan | 2023 | $34,610 | not reported in the loaded dataset |
| Pioneer Bank, National Association | The Retirement Plan Of Pioneer Bank, National Association | 2023 | $19,209 | $13,512 |
| Alden Leeds, Inc. | Epstein Affiliated Companies 401(K) Pension Plan | 2023 | $32,031 | not reported in the loaded dataset |
| Park Ohio Industres Inc | Park Ohio Industries And Subsidiaries Pension Plan | 2023 | $30,250 | not reported in the loaded dataset |
| Service Corporation Intl | The Sci 401(K) Retirement Savings Plan | 2023 | $29,043 | $21 |
| Ameriteam Services, LLC | Teamhealth 401(K) Plan | 2023 | $28,604 | $15 |
| Cooley Llp | Cooley Llp Salary Deferral And Profit Sharing Plan | 2023 | $28,284 | $0 |
| Kpff, Inc. | Kpff, Inc. 401(K) Plan | 2023 | $27,358 | $0 |
| Scripps Clinic Medical Group, Inc. | Scripps Clinic Medical Group, Inc. Retirement Savings Plan | 2023 | $27,280 | $11 |
| District Medical Group, Inc. | District Medical Group, Inc. Profit Sharing And 401(K) Plan & Trust | 2023 | $26,217 | $0 |
| Intermountain Health Care, Inc. | Intermountain Healthcare Savings Plus 401(K) Plan | 2023 | $26,000 | $0 |
| Belshire Environmental Services, Inc. | Belshire 401(K) Plan | 2023 | $24,893 | $0 |
| Novo Nordisk Inc. | Novo Nordisk Inc. 401(K) Savings Plan | 2023 | $24,447 | not reported in the loaded dataset |
| Jetblue Airways Corporation | Jetblue Airways Retirement Plan | 2023 | $23,187 | $5 |
| Allianz Asset Management Of America LLC | Allianz Asset Management Of America 401(K) Savings And Retirement Plan | 2023 | $22,904 | $0 |
| Costar Realty Information, Inc. | Costar Realty Information, Inc. 401(K) Retirement Plan | 2023 | $22,789 | $0 |
| The Mathworks, Inc. | The Mathworks 401(K) Retirement Plan | 2023 | $21,734 | $0 |
| Spirit Airlines, Inc. | Spirit Airlines, Inc. Pilots' Retirement Savings Plan | 2023 | $20,343 | $0 |
| Heyl, Royster, Voelker & Allen P.C. | Heyl, Royster, Voelker & Allen P. C. Profit Sharing And 401(K) Plan | 2023 | $20,055 | $0 |
| Hilton Domestic Operating Company, Inc. | Hilton 401(K) Plan | 2023 | $19,664 | $0 |
| Ineos Usa, LLC. | Ineos Retirement Savings Plan | 2023 | $19,625 | $0 |
| Rouse Frets White Goss Gentile Rhodes, P.C. | Rouse, P.C. Savings & Profit Sharing Plan | 2023 | $19,521 | $0 |
| Cgi Technologies And Solutions, Inc. | Cgi Technologies And Solutions, Inc. 401(K) Savings Plan | 2023 | $19,067 | $0 |
| Anchin, Block & Anchin Llp | The Anchin, Block & Anchin Savings Plan | 2023 | $19,022 | not reported in the loaded dataset |
| Mayer Brown Llp | Mayer Brown Llp Usa Savings Plan | 2023 | $18,840 | $0 |
| Anesthesia Associates, P.L.L. | Anesthesia Associates, P.L.L. Profit Sharing Plan And Trust | 2023 | $18,801 | $0 |
| Infineon Technologies Americas Corp. | Infineon Technologies Savings Plan | 2023 | $18,443 | $0 |
| Forvis, Llp | Forvis, Llp Employees' Savings Plan Ii | 2023 | $17,900 | $0 |
| Indiana University Health Inc. | Iu Health 401(K) Savings Plan | 2023 | $17,705 | not reported in the loaded dataset |
Related Form 5500 pages
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- Maynard Nexsen Pc 401(K) Plan & Trust (plan 002)
- Maynard Nexsen, Pc — all reported plans
- Schwabplan Retirement Savings And Investment Plan (plan 002)
- The Charles Schwab Corporation — all reported plans
- Community Medical Imaging 401(K) Profit Sharing Plan (plan 002)
- Central Valley Community Medical Imaging — all reported plans
- Eurofins Scientific, Inc. 401(K) Incentive Savings Plan (plan 002)
- Eurofins Nsc Us, Inc. — all reported plans
- Southwest Airlines Pilots Retirement Savings Plan (plan 003)
- Southwest Airlines Company — all reported plans
- Frost Brown Todd Llp Retirement Savings Plan For Associated Lawyers (plan 005)
- Frost Brown Todd Llp — all reported plans
- Scpmg Keogh Plan (plan 008)
- Southern California Permanente Medical Group — all reported plans
- The Caci Smart Plan (plan 002)
- Caci International, Inc. — all reported plans
- Frost Brown Todd Llp Retirement Savings Plan (plan 001)
- Apple 401(K) Plan (plan 001)
- Apple Inc. — all reported plans
- Frontier Airlines, Inc. 401(K) Retirement Plan (plan 003)
- Frontier Airlines, Inc. — all reported plans
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program (plan 001)
- Freeport-Mcmoran Inc. — all reported plans
- York Building Products Co. Inc. Profit Sharing Plan And Trust (plan 001)
- York Building Products Co., Inc. — all reported plans
- Balyasny Asset Management 401(K) Plan (plan 001)
- Balyasny Asset Management, L.P. — all reported plans
- Humana Retirement Savings Plan (plan 002)
- Humana Inc. — all reported plans
- The Aes Corporation Retirement Savings Plan (plan 006)
- The Aes Corporation — all reported plans
- Nassau Candy Pension Plan (plan 002)
- Nassau Candy Distributors, Inc. — all reported plans
- Local 108 Health Expense Benefits Plan (plan 501)
- Retail Wholesale Department Store Union Local 108 — all reported plans
- 3m Voluntary Investment Plan And Employee Stock Ownership Plan (plan 333)
- 3m Company — all reported plans
- Pitney Bowes Inc. 401(K) Plan (plan 006)
- Pitney Bowes Inc. — all reported plans
- International-Matex Tank Terminals Retirement Investment Plan (plan 334)
- International-Matex Tank Terminals LLC — all reported plans
- The Retirement Plan Of Pioneer Bank, National Association (plan 001)
- Pioneer Bank, National Association — all reported plans
- Epstein Affiliated Companies 401(K) Pension Plan (plan 002)
- Alden Leeds, Inc. — all reported plans
- Park Ohio Industries And Subsidiaries Pension Plan (plan 002)
- Park Ohio Industres Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources