Charles Schwabrecordkeeper
Plans recordkept · plan year 2025 · page 1
Plans naming Charles Schwab · 2025
162
162 large plans named Charles Schwab on their 2025 Schedule C: 44 itemized it for recordkeeping, and 118 more listed it as a provider paid through fund revenue-sharing. The itemized plans cover $19.3B in assets. The client list below shows the itemized plans, where the relationship is explicit.
Plans recordkept by Charles Schwab44
NOVO NORDISK INC. NJ$2.9B · 13,797 accts
BROWN & BROWN, INC. FL$2.0B · 13,050 accts
ANDERSEN CORPORATION MN$1.7B · 18,974 accts
SKYWEST, INC. UT$1.7B · 13,648 accts
NOVO NORDISK INC. NJ$1.4B · 8,192 accts
APPLIED INDUSTRIAL TECHNOLOGIES, INC. OH$935.9M · 5,309 accts
BLACK HILLS CORPORATION SD$933.7M · 3,665 accts
MASTEC, INC. FL$917.6M · 14,796 accts
WILLIAMS-SONOMA, INC. CA$882.6M · 11,955 accts
PIPER SANDLER COMPANIES MN$809.0M · 2,837 accts
TELEFLEX INCORPORATED PA$766.0M · 5,474 accts
BENJAMIN MOORE & CO. NJ$438.3M · 2,571 accts
NCH CORPORATION TX$395.5M · 2,332 accts
SECURITY SERVICE FEDERAL CREDIT UNION TX$363.8M · 2,584 accts
BRIGHTSPHERE INC. MA$320.2M · 851 accts
ELEMENT SOLUTIONS INC CT$311.2M · 1,410 accts
VALLEN DISTRIBUTION, INC. NC$273.1M · 3,589 accts
BADGER METER, INC. WI$233.4M · 1,362 accts
CALAMOS INVESTMENTS LLC IL$232.9M · 588 accts
COHEN & STEERS CAPITAL MANAGEMENT, INC. NY$183.6M · 574 accts
HELIOS TECHNOLOGIES, INC. FL$181.4M · 1,728 accts
NOVA CHEMICALS, INC. PA$180.4M · 453 accts
ZEP INC. GA$169.7M · 1,495 accts
INSITU, INC. WA$158.4M · 811 accts
STITCH FIX, INC. CA$154.8M · 2,530 accts
MCGRATH RENTCORP CA$147.9M · 1,002 accts
WAGSTAFF, INC. WA$130.4M · 555 accts
KESTRA FINANCIAL, INC. TX$115.4M · 952 accts
ADVERTISING SPECIALTY INSTITUTE, INC. PA$98.2M · 604 accts
ISLAND CAPITAL GROUP LLC SC$79.4M · 452 accts
BUCKEYE CORRUGATED, INC. OH$63.4M · 953 accts
HANNA STEEL CORPORATION AL$44.8M · 613 accts
ALLIANCE FOR AUDITED MEDIA IL$43.2M · 134 accts
SMARTHEALTH, INC. AZ$35.9M · 290 accts
MARKETSPHERE HOLDINGS LLC NE$26.8M · 204 accts
SOLIDUS TECHNICAL SOLUTIONS, LLC MA$25.1M · 122 accts
VISIONPOINT EYE CENTER, PLLC IL$22.7M · 161 accts
CAPITOL SERVICES, INC. TX$21.1M · 227 accts
LOCKE LORD LLP TX$0
EVANS BANK, N.A. NY$0
HASHICORP INC. CA$0
GMT LLC IA$0
Source: DOL Form 5500 Schedule C Part I, plan year 2025, service code 15. Related legal entities are grouped under the Charles Schwab brand.