Schwabplan Retirement Savings And Investment Plan

Wealthminder's Take

Schwabplan Retirement Savings And Investment Plan at The Charles Schwab Corporation in the Finance and Insurance industry has 10 investment options, and a total of $2,883,569,348.00 in assets. With 18,168 participants, the Schwabplan Retirement Savings And Investment Plan has an average balance per participant of $158,716.94.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
6
38
Your Plan
84

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
25
Company Match Level
27
Employee Participation Rate
42
Employee Contribution Level
48
Average Balance Size
72
The Charles Schwab Corporation Details
Address
211 Main Street
San Francisco, CA 94105
Telephone
415-667-7000
Total Assets
$2,883,569,348.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
18,168
Plan Investment Options
Name
Sponsor
Current Value
Schwab Managed Retire Trust Inc
The Charles Schwab Trust Company
$.00
Schwab Managed Retire Trust 2045
The Charles Schwab Trust Company
$.00
Schwab Managed Retire Trust 2035
The Charles Schwab Trust Company
$.00
Schwab Managed Retire Trust 2025
The Charles Schwab Trust Company
$.00
Schwab Managed Retire Trust 2015
The Charles Schwab Trust Company
$.00
Schwab Managed Retire Trust 2040
The Charles Schwab Trust Company
$.00
Schwab Managed Retire Trust 2030
The Charles Schwab Trust Company
$.00
Schwab Managed Retire Trust 2020
The Charles Schwab Trust Company
$.00
Schwab Managed Retire Trust 2010
The Charles Schwab Trust Company
$.00
Schwab Managed Retire Trust 2050
The Charles Schwab Trust Company
$.00
Service Providers
  • Schwab Retirement Plan Services Inc
  • Charles Schwab & Co Inc
  • Ascension Wealth Partners Llc
  • Balasa Dinverno & Foltz Llc
  • Bell Investment Advisors Inc
  • Capital Advantage Inc
  • Capital Investment Counsel Inc
  • Concentric Wealth Mgmt Llc
  • Convergent Wealth Advisors Llc
  • Donald Gregory Wylin Dba
  • Douglas C Lane & Associates
  • First Republic Investment Managemen
  • Frontier Investment Management
  • Private Ocean
  • Rosenblum-silverman-sutton Sf Inc
  • Schaefer Financial Management
  • Scharf Investments Llc
  • Sharkey Howes Wagner & Javeri
  • Tci Wealth Advisors Inc
  • Thomas Partners Inc
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