# Charles Schwab & Co., Inc.
Source: https://planprovider.pro/provider/charles-schwab-and-co-inc

> Retirement plan administration and recordkeeping are a core part of Charles Schwab & Co., Inc.’s business within The Charles Schwab Corporation. The firm…

Third-Party Administrator

Westlake, TX

## About Charles Schwab & Co., Inc.

<p>Retirement plan administration and recordkeeping are a core part of Charles Schwab &amp; Co., Inc.’s business within The Charles Schwab Corporation. The firm runs workplace retirement services that cover compliance support, plan design, participant advice, and ongoing recordkeeping for employers and their employees.</p>

<p>Charles Schwab &amp; Co., Inc. works with 1,067 retirement plan clients and reports $341.7B in AUM (2025). Plan capabilities include 401(k) plan services, defined benefit plans, and nonqualified deferred compensation plans, with resources built for plan sponsors, participants, and consultants.</p>

<p>Headquartered in Westlake in the Dallas–Fort Worth metro, the company also has offices in Austin, Phoenix, Indianapolis, Omaha, and across the San Francisco Bay Area (San Francisco, Oakland, and Corte Madera), as well as Lone Tree in the Denver area. This footprint supports employers in multiple regions with centralized plan operations and local access.</p>

<p>One differentiator is that the retirement plan offering sits alongside broader financial services, including equity management and employee trade monitoring, which can be useful for organizations with more complex oversight needs.</p>

<ul>
<li>Recordkeeping and day-to-day plan administration</li>
<li>Compliance support and plan design updates</li>
<li>Participant advice and retirement planning resources</li>
<li>Plan support for 401(k), defined benefit, and nonqualified deferred comp</li>
<li>Equity management and employee trade monitoring services</li>
</ul>

Website: [https://workplace.schwab.com/](https://workplace.schwab.com/)

Founded: 1971

Employees: 4200

## Office Locations

- Westlake, TX (Headquarters)

- Austin, TX

- San Francisco, CA

- Oakland, CA

- Lone Tree, CO

- Corte Madera, CA

- Indianapolis, IN

- Omaha, NE

- San Francisco, CA

- Omaha, NE (Headquarters)

- Phoenix, AZ

## Services Offered

- Compliance Services

- Plan Design Consulting

- Participant Investment Advice

- Recordkeeping

## Client Statistics (2025)

- Total Clients: 1,179

- Total AUM: $341.7B

- Total Participants: 1,636,162

## Other Third-Party Administrators in TX

- [July Business Services](https://planprovider.pro/provider/july-business-services) - Waco, TX

- [Corebridge Financial](https://planprovider.pro/provider/corebridge-financial) - Houston, TX

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