Charles Schwab Trust Co. — 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 Trust Co. is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $262,919 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$262,919
Reported indirect compensation
$0
Total reported compensation
$262,919
Filings
5
Plan sponsors
5
Plans
5
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

Plan sponsors reporting the most compensation to Charles Schwab Trust Co.
SponsorStatePlansReported compensation
Tyson Foods, Inc.AR1$150,731
Channellock, Inc.PA1$90,623
Electrical Equipment CompanyNC1$11,482
Edgewood Center For Children And FamiliesCA1$5,157
World Wide Movers, Inc.WA1$4,926

State footprint

Plans reporting Charles Schwab Trust Co. are sponsored in AR (1), CA (1), NC (1), PA (1), WA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Tyson Foods, Inc.Tyson Foods, Inc. Retirement Savings Plan2023$150,731$0
Channellock, Inc.Retirement Plan For Employees Of Channellock, Inc2023$90,623not reported in the loaded dataset
Electrical Equipment CompanyElectrical Equipment Company 401(K) Plan2023$11,482not reported in the loaded dataset
Edgewood Center For Children And FamiliesEdgewood 403(B) Plan2023$5,157not reported in the loaded dataset
World Wide Movers, Inc.The 401(K) Profit Sharing Plan And Trust Of World Wide Movers, Inc.2023$4,926$0

Related Form 5500 pages