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

The Charles Schwab Corporation

84 Plan: SchwabPlan Retirement Savings and Investment Plan

 
 
84
6
64
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (84) and the top rated plan (90) could equate to:
[How is this calculated?]
5 additional years of work
Up to $238,600 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.

 

 Comments

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 84, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity, Salary Deferrals, Total Plan Cost, and Account Balances. SchwabPlan Retirement Savings and Investment Plan currently has over 11,900 active participants and over $2.3B in plan assets.

 Plan Details

Address101 Montgomery St
San Francisco, CA 94104
IndustrySecurities Brokerage
AdministratorJay Allen
Net Plan Assets$2,360,000,000
Total Participants17,000
Avg Account Balance$140,000

 Top 3 Investment Holdings

1. The Charles Schwab Corporation Common Stock 39%
2. Self-Directed Brokerage Accounts 12%
3. Dodge & Cox Stock 9%

 Plan Service Providers

Auditor Deloitte & Touche
Administration Charles Schwab

 Plan Data Vault

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