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Company:
The Charles Schwab Corporation
Plan:
SchwabPlan Retirement Savings and Investment Plan
 

The Charles Schwab Corporation

85 Plan: SchwabPlan Retirement Savings and Investment Plan

 
 
85
43
77
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 5 point difference between this plan's BrightScope Rating (85) and the top rated plan (90) could equate to:
[How is this calculated?]
6 additional years of work
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

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 85. This plan is 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 18,100 active participants and over $2.8B in plan assets.


 Investment Menu Statistics

No. of Investment Options
19
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Self-Directed Brokerage Accounts 22%
2. The Charles Schwab Corporation Common Stock 19%
3. Vanguard Total Bond Market Index 17%

 Retirement Plan Details

Address 211 Main Street
San Francisco, CA 94105 
Industry Securities Brokerage
Administrator Martha Tuma, Evp, Human Resources
Net Plan Assets $2,810,000,000
Total Participants 18,000
Avg Account Balance $160,000

 
Plan Service Providers

Auditor Deloitte & Touche, LLP
Administration Charles Schwab
Recordkeeper Charles Schwab
Investment Adviser Ascension Wealth Partners LLC
Investment Adviser Balasa Dinverno Foltz, LLC
Investment Adviser Bell Investment Advisors, Inc.
Investment Adviser Capital Advantage Inc
Investment Adviser Capital Investment Counsel Inc
Investment Adviser Concentric Wealth Mgmt LLC
Investment Adviser Convergent Wealth Advisors
Investment Adviser Donald Gregory Wylin
Investment Adviser Douglas C. Lane & Associates
Investment Adviser First Republic
Investment Adviser Frontier Investment Management Co.
Investment Adviser Private Ocean
Investment Adviser Rosenblum-Silverman-Sutton Sf Inc.
Investment Adviser Schaefer Financial Management
Investment Adviser Scharf Investments LLC
Investment Adviser Sharkey Howes Wagner & Javeri
Investment Adviser Tci Wealth Advisors, Inc.
Investment Adviser Thomas Partners Inc