3 additional years of work Up to $91,300 in lost retirement savings.SchwabPlan Retirement Savings and Investment Plan is a defined contribution plan with a profit-sharing component, 401k feature, and ESOP component. This plan has a BrightScope Rating of 83, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. SchwabPlan Retirement Savings and Investment Plan currently has over 17,600 active participants and over $1.9B in plan assets.
| Address |
211 Main Street
San Francisco, CA 94105 |
| Industry | Securities Brokerage |
| Administrator | Jay Allen |
| Net Plan Assets | $1,950,000,000 |
| Total Participants | 18,000 |
| Avg Account Balance | $110,000 |
| Credit Suisse Securities USA LLC | 88.4 |
| UBS Financial Services | 81.3 |
| RBC USA Holding | 78.1 |
| Edward D. Jones & Co. | 75.7 |
| Merrill Lynch & Co. | 62.1 |
| Wells Fargo & Company | 49.8 |
| 1. | The Charles Schwab Corporation Common Stock | 22% |
| 2. | Self-Directed Brokerage Accounts | 19% |
| 3. | Dodge & Cox Stock | 8% |
| Administration | Charles Schwab |
| Recordkeeper | Charles Schwab |
| Auditor | Deloitte & Touche, LLP |
| Corporate Trustee | Charles Schwab |
BrightScope Rating
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