The Charles Schwab Corporation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Charles Schwab Corporation (EIN 943025021)
  • Plan Type: 401(k)
  • Total Participants: 32,145
  • Total Assets: $8.9B
  • Sponsor State: TX

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202432,145$8.9B$218.1M$419.4M
202334,203$8.0B$232.8M$429.1M
202233,913$6.6B$216.4M$382.5M

Service Providers

  • DELOITTE & TOUCHE LLP — Accountant / Independent Qualified Public Accountant

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