Schwaab, Inc. 401(k) Retirement Plan
Sponsored by Schwaab, Inc. · EIN 390602450 · Plan #002
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 111
- With balances
- 124
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $813 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $4 |