Charles Schwab Bank/Trust 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 Bank/Trust Company is reported as a service provider on 10 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $12,794 and reported indirect compensation totals $36,983.
Reported compensation dashboard
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Charles Schwab Bank/Trust Company. Bars show relative scale.
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State footprint
Where Charles Schwab Bank/Trust Company 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.
City footprint
Cities where plans reporting Charles Schwab Bank/Trust Company are sponsored, by plan count.
- 1Seattle, WA7 plan(s)
- 2Camp Verde, AZ1 plan(s)
- 3Bellevue, WA1 plan(s)
- 4Ridgefield, WA1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1
- 2Institute For Systems Biology, WA · Direct $3.7K · Indirect $5.4K · 2023
- 3The Miller/Hull Partnership, Llp, WA · Direct $0 · Indirect $8.2K · 2023
- 4Coughlin Porter Lundeen, WA · Direct $0 · Indirect $5.9K · 2023
- 5Cowlitz Tribal Gaming Authority Dba Ilani, WA · Direct $4.3K · Indirect $733 · 2023
- 6
- 7Jewish Family Service, WA · Direct $1.9K · Indirect $650 · 2023
- 8Yavapai Apache Nation, AZ · Direct $843 · Indirect $1.6K · 2023
- 9Cascade West Title Company, LLC Dba Cw Title, WA · Direct $2.1K · Indirect $178 · 2023
- 10Downtown Emergency Service Center, WA · Direct $0 · Indirect $889 · 2023
Frequently asked questions
- What does Form 5500 Schedule C report about Charles Schwab Bank/Trust Company?
- Public Form 5500 Schedule C filings report compensation paid to Charles Schwab Bank/Trust Company as a plan service provider. Across loaded filings, total reported compensation is $49,777.
- How many plans report Charles Schwab Bank/Trust Company as a service provider?
- Charles Schwab Bank/Trust Company appears on 10 loaded plan(s) across 10 sponsor(s).
Related Form 5500 pages
- Glosten, Inc. Profit Sharing/401(K) Plan (plan 001)
- Glosten, Inc. — all reported plans
- Institute For Systems Biology Defined Contribution Retirement Plan (plan 001)
- Institute For Systems Biology — all reported plans
- The Miller/Hull Partnership, Llp 401(K) Retirement Plan (plan 001)
- The Miller/Hull Partnership, Llp — all reported plans
- Coughlin Porter Lundeen 401(K) Retirement Plan & Trust (plan 001)
- Coughlin Porter Lundeen — all reported plans
- Ilani 401(K) Retirement Savings Plan (plan 001)
- Cowlitz Tribal Gaming Authority Dba Ilani — all reported plans
- Baffetto, Inc. 401(K) Plan And Trust (plan 003)
- Baffetto, Inc. — all reported plans
- Jewish Family Service 401(K) Retirement Plan (plan 002)
- Jewish Family Service — all reported plans
- Yavapai Apache Nation Enterprise 401(K) Retirement Plan (plan 003)
- Yavapai Apache Nation — all reported plans
- Cascade West Title Company, LLC Dba Cw Title 401(K) Plan (plan 001)
- Cascade West Title Company, LLC Dba Cw Title — all reported plans
- Downtown Emergency Service Center 403(B) Plan (plan 001)
- Downtown Emergency Service Center — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources