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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 32,145 | $8.9B | $218.1M | $419.4M |
| 2023 | 34,203 | $8.0B | $232.8M | $429.1M |
| 2022 | 33,913 | $6.6B | $216.4M | $382.5M |
Service Providers
- DELOITTE & TOUCHE LLP — Auditor
- SCHWAB RETIREMENT PLAN SERVICES — 100% OWNED SUBSIDIARY ($2.8M)
- CHARLES SCHWAB & CO., INC. — 100% OWNED SUBSIDIARY ($319,890)
- CREATIVE PLANNING LLC — NONE ($130,966)
- MARINER LLC — NONE ($121,513)
- ENVESTNET ASSET MANAGEMENT INC — NONE ($112,782)
- MAIN STREET RESEARCH LLC — NONE ($62,562)
- PRIVATE OCEAN — NONE ($55,519)
- DOUGLAS LANE & ASSOCIATES LLC — NONE ($49,416)
- JMG FINANCIAL GROUP LTD — NONE ($48,419)
- COOKSON PEIRCE & CO INC — NONE ($38,673)
- CORIENT PRIVATE WEALTH LLC — NONE ($37,260)
- HIGHTOWER ADVISORS LLC — NONE ($35,516)
- AT INVESTMENT ADVISERS INC — NONE ($35,059)
- KOHMANN BOSSHARD FINANCIAL SER — NONE ($34,119)
- TCI WEALTH ADVISORS INC — NONE ($33,139)
- ASCENSION WEALTH PARTNERS LLC — NONE ($30,599)
- BEACON POINTE ADVISORS LLC — NONE ($28,592)
- ARMOR INVESTMENT ADVISORS LLC — NONE ($27,531)
- EP WEALTH ADVISORS LLC — NONE ($25,609)