Plan5500

Charles Schwab & Company, 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 & Company, Inc 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 $411,681 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$411.7KDirect + indirect, across loaded filings$411,681
Plans served7
Plan sponsors7
Filings7
Direct vs. indirect compensation
Direct compensation$411.7K
Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation78%Maynard Nexsen Pc
Top state share of plans14%AL
Plan sponsors served7
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Charles Schwab & Company, Inc. Bars show relative scale.

  1. 1
    Maynard Nexsen Pc$320K
    AL · 1 plan(s)
  2. 2
    The Goodyear Tire & Rubber Company$75.6K
    OH · 1 plan(s)
  3. 3
    Msk Group, Pc Dba Orthosouth$15.7K
    TN · 1 plan(s)
  4. 4
    St Acquisition LLC$432
    TX · 1 plan(s)
  5. 5
    Waianae District Comprehensive Health And Hospital Board Inc.$2
    HI · 1 plan(s)
  6. 6
    Trustees Of Laborers Local 130 Health & Welfare Fund$0
    PA · 1 plan(s)
  7. 7
    Bugcrowd Inc.$0
    CA · 1 plan(s)
Geographic reach

State footprint

Where Charles Schwab & Company, Inc appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    AL1 plan(s)
  2. 2
    CA1 plan(s)
  3. 3
    HI1 plan(s)
  4. 4
    OH1 plan(s)
  5. 5
    PA1 plan(s)
  6. 6
    TN1 plan(s)
  7. 7
    TX1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Charles Schwab & Company, Inc are sponsored, by plan count.

  1. 1
    Birmingham, AL1 plan(s)
  2. 2
    San Francisco, CA1 plan(s)
  3. 3
    Waianae, HI1 plan(s)
  4. 4
    Akron, OH1 plan(s)
  5. 5
    Scranton, PA1 plan(s)
  6. 6
    Memphis, TN1 plan(s)
  7. 7
    Houston, TX1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Maynard Nexsen Pc 401(K) Master Trust$320K
    Maynard Nexsen Pc, AL · Direct $320K · Indirect $0 · 2023
  2. 2
    The Goodyear Tire & Rubber Company Commingled Trust Self Directed Account$75.6K
    The Goodyear Tire & Rubber Company, OH · Direct $75.6K · Indirect $0 · 2023
  3. 3
    Orthosouth 401(K) Profit Sharing Plan$15.7K
    Msk Group, Pc Dba Orthosouth, TN · Direct $15.7K · 2023
  4. 4
    St Employee Retirement Plan$432
    St Acquisition LLC, TX · Direct $432 · Indirect $0 · 2023
  5. 5
    Waianae Coast Comprehensive Health Center Pension Trust Plan$2
    Waianae District Comprehensive Health And Hospital Board Inc., HI · Direct $2 · 2023
  6. 6
    Bugcrowd Inc. 401(K) Profit Sharing Plan And Trust$0
    Bugcrowd Inc., CA · Direct $0 · Indirect $0 · 2023
  7. 7
    Laborers Local No. 130 Health And Welfare Fund$0
    Trustees Of Laborers Local 130 Health & Welfare Fund, PA · Direct $0 · Indirect $0 · 2023

Related Form 5500 pages