Charles Schwab And Company — 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 And Company is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $12,494 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $12,494
- Reported indirect compensation
- $0
- Total reported compensation
- $12,494
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- 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 |
|---|---|---|---|
| Federated Hermes, Inc. | PA | 1 | $6,180 |
| Miller Transportation, Inc. | KY | 1 | $1,797 |
| Cloudbolt Software, Inc. | MD | 1 | $1,250 |
| Nou Systems, Inc. | AL | 1 | $1,224 |
| Siteworx Holdings, LLC | NC | 1 | $1,139 |
| Dignari, LLC | VA | 1 | $523 |
| August Schell Enterprises | MD | 1 | $381 |
State footprint
Plans reporting Charles Schwab And Company are sponsored in MD (2), AL (1), KY (1), NC (1), PA (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Federated Hermes, Inc. | Federated Hermes, Inc. Employees Profit Sharing / 401(K) Plan | 2023 | $6,180 | $0 |
| Miller Transportation, Inc. | Miller Transportation 401(K) Plan And Trust | 2023 | $1,797 | $0 |
| Cloudbolt Software, Inc. | Cloudbolt Software, Inc. 401(K) Plan | 2023 | $1,250 | $0 |
| Nou Systems, Inc. | Nou Systems, Inc. 401(K) Plan And Trust | 2023 | $1,224 | $0 |
| Siteworx Holdings, LLC | Shift7 Digital 401(K) Plan | 2023 | $1,139 | $0 |
| Dignari, LLC | Dignari, LLC 401(K) Plan | 2023 | $523 | $0 |
| August Schell Enterprises | August Schell Enterprises 401k Plan And Trust | 2023 | $381 | $0 |
Related Form 5500 pages
- Federated Hermes, Inc. Employees Profit Sharing / 401(K) Plan (plan 001)
- Federated Hermes, Inc. — all reported plans
- Miller Transportation 401(K) Plan And Trust (plan 001)
- Miller Transportation, Inc. — all reported plans
- Cloudbolt Software, Inc. 401(K) Plan (plan 001)
- Cloudbolt Software, Inc. — all reported plans
- Nou Systems, Inc. 401(K) Plan And Trust (plan 001)
- Nou Systems, Inc. — all reported plans
- Shift7 Digital 401(K) Plan (plan 001)
- Siteworx Holdings, LLC — all reported plans
- Dignari, LLC 401(K) Plan (plan 001)
- Dignari, LLC — all reported plans
- August Schell Enterprises 401k Plan And Trust (plan 001)
- August Schell Enterprises — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources