# Schwab Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/schwab-companies-inc-401k-plan

> Schwab Companies, INC.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schwab Companies, INC.

- **Sponsor EIN:** 871092512

- **Sponsor Address:** 3151 SPRING CREEK DR, SPRING, TX, 77373

- **Plan Type:** 401(k)

- **Total Participants:** 3

- **Total Assets:** $187,932

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3|$187,932|$2,136|$5,308|

| 2023|2|$233,136|$4,144|$6,793|

| 2022|3|$326,768|$3,645|$6,275|

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