Charles Schwabtrust Bank — 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 Schwabtrust Bank is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $22,798 and reported indirect compensation totals $71,907.
Reported compensation summary
- Reported direct compensation
- $22,798
- Reported indirect compensation
- $71,907
- Total reported compensation
- $94,705
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Royal Caribbean Cruises Ltd. | FL | 1 | $57,600 |
| Matrix Service Company | OK | 1 | $22,798 |
| Merrick & Company | CO | 1 | $14,307 |
State footprint
Plans reporting Charles Schwabtrust Bank are sponsored in CO (1), FL (1), OK (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Royal Caribbean Cruises Ltd. | Royal Caribbean Cruises Ltd. Ret. Savings Plan | 2023 | $0 | $57,600 |
| Matrix Service Company | Matrix Service Company 401(K) Savings Plan | 2023 | $22,798 | $0 |
| Merrick & Company | Merrick & Company 401(K) And Esop | 2023 | $0 | $14,307 |
Related Form 5500 pages
- Royal Caribbean Cruises Ltd. Ret. Savings Plan (plan 003)
- Royal Caribbean Cruises Ltd. — all reported plans
- Matrix Service Company 401(K) Savings Plan (plan 001)
- Matrix Service Company — all reported plans
- Merrick & Company 401(K) And Esop (plan 004)
- Merrick & Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources