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Company:
Schwab Corporation
Plan:
Schwab Corporation Employee 401k Plan
 

Schwab Corporation

52 Plan: Schwab Corporation Employee 401k Plan

 
 
52
12
55
72
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (52) and the top rated plan (72) could equate to:
[How is this calculated?]
8 additional years of work
Up to $122,800 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Schwab Corporation Employee 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 52. Schwab Corporation Employee 401k Plan currently has over 100 active participants and over $1.4M in plan assets.

 

 Retirement Plan Details

Address 110 Professional Ct
Lafayette, IN 47905-5153 
Industry Manufacturing
Administrator Jerry Romjue
Net Plan Assets $1,380,000
Total Participants 120
Avg Account Balance $11,000

 Compare Other Companies in Peer Group

Ardisam 58.4
Turnbull Enterprises 56.5
Norandal USA 51.9
Accra-Fab 50.4
Z-Flex (U.S.) 49.8
Ventura Manufacturing 49.3

 Top 3 Funds in this 401k

1. Fidelity Retirement Money Market 21%
2. Fidelity Spartan 500 Index 13%
3. Rainier Small/Mid Cap Equity 11%

  Plan Service Providers

Auditor KSM Business Services
Corporate Trustee Fidelity

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