Charles Schwab Trust Bank
Henderson, NV, 89074
- Plans
- 25
- Total participants
- —
- Filing years
- 2024, 2023, 2022, 2021, 2020
- NAICS
- —
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 001 | Schwab Managed Retirement Trust Fund 2010 | — |
| 2024 | Form 5500 | 002 | Schwab Managed Retirement Trust Fund 2020 | — |
| 2024 | Form 5500 | 003 | Schwab Managed Retirement Trust Fund 2030 | — |
| 2024 | Form 5500 | 004 | Schwab Managed Retirement Trust Fund 2040 | — |
| 2024 | Form 5500 | 005 | Schwab Managed Retirement Trust Fund - Income | — |
| 2024 | Form 5500 | 006 | Schwab Managed Retirement Trust Fund 2015 | — |
| 2024 | Form 5500 | 007 | Schwab Managed Retirement Trust Fund 2025 | — |
| 2024 | Form 5500 | 008 | Schwab Managed Retirement Trust Fund 2035 | — |
| 2024 | Form 5500 | 009 | Schwab Managed Retirement Trust Fund 2045 | — |
| 2024 | Form 5500 | 010 | Schwab Managed Retirement Trust Fund 2050 | — |
| 2024 | Form 5500 | 011 | Schwab Indexed Retirement Trust Fund 2010 | — |
| 2024 | Form 5500 | 012 | Schwab Indexed Retirement Trust Fund 2015 | — |
| 2024 | Form 5500 | 013 | Schwab Indexed Retirement Trust Fund 2020 | — |
| 2024 | Form 5500 | 014 | Schwab Indexed Retirement Trust Fund 2025 | — |
| 2024 | Form 5500 | 015 | Schwab Indexed Retirement Trust Fund 2030 | — |
| 2024 | Form 5500 | 016 | Schwab Indexed Retirement Trust Fund 2035 | — |
| 2024 | Form 5500 | 017 | Schwab Indexed Retirement Trust Fund 2040 | — |
| 2024 | Form 5500 | 018 | Schwab Indexed Retirement Trust Fund 2045 | — |
| 2024 | Form 5500 | 019 | Schwab Indexed Retirement Trust Fund 2050 | — |
| 2024 | Form 5500 | 020 | Schwab Managed Retirement Trust Fund 2055 | — |
| 2024 | Form 5500 | 021 | Schwab Indexed Retirement Trust Fund 2055 | — |
| 2024 | Form 5500 | 022 | Schwab Managed Retirement Trust Fund 2060 | — |
| 2024 | Form 5500 | 023 | Schwab Indexed Retirement Trust Fund 2060 | — |
| 2024 | Form 5500 | 024 | Schwab Managed Retirement Trust Fund 2065 | — |
| 2024 | Form 5500 | 025 | Schwab Indexed Retirement Trust Fund 2065 | — |
| 2023 | Form 5500 | 001 | Schwab Managed Retirement Trust Fund 2010 | — |
| 2023 | Form 5500 | 002 | Schwab Managed Retirement Trust Fund 2020 | — |
| 2023 | Form 5500 | 003 | Schwab Managed Retirement Trust Fund 2030 | — |
| 2023 | Form 5500 | 004 | Schwab Managed Retirement Trust Fund 2040 | — |
| 2023 | Form 5500 | 005 | Schwab Managed Retirement Trust Fund - Income | — |
| 2023 | Form 5500 | 006 | Schwab Managed Retirement Trust Fund 2015 | — |
| 2023 | Form 5500 | 007 | Schwab Managed Retirement Trust Fund 2025 | — |
| 2023 | Form 5500 | 008 | Schwab Managed Retirement Trust Fund 2035 | — |
| 2023 | Form 5500 | 009 | Schwab Managed Retirement Trust Fund 2045 | — |
| 2023 | Form 5500 | 010 | Schwab Managed Retirement Trust Fund 2050 | — |
| 2023 | Form 5500 | 011 | Schwab Indexed Retirement Trust Fund 2010 | — |
| 2023 | Form 5500 | 012 | Schwab Indexed Retirement Trust Fund 2015 | — |
| 2023 | Form 5500 | 013 | Schwab Indexed Retirement Trust Fund 2020 | — |
| 2023 | Form 5500 | 014 | Schwab Indexed Retirement Trust Fund 2025 | — |
| 2023 | Form 5500 | 015 | Schwab Indexed Retirement Trust Fund 2030 | — |
| 2023 | Form 5500 | 016 | Schwab Indexed Retirement Trust Fund 2035 | — |
| 2023 | Form 5500 | 017 | Schwab Indexed Retirement Trust Fund 2040 | — |
| 2023 | Form 5500 | 018 | Schwab Indexed Retirement Trust Fund 2045 | — |
| 2023 | Form 5500 | 019 | Schwab Indexed Retirement Trust Fund 2050 | — |
| 2023 | Form 5500 | 020 | Schwab Managed Retirement Trust Fund 2055 | — |
| 2023 | Form 5500 | 021 | Schwab Indexed Retirement Trust Fund 2055 | — |
| 2023 | Form 5500 | 022 | Schwab Managed Retirement Trust Fund 2060 | — |
| 2023 | Form 5500 | 023 | Schwab Indexed Retirement Trust Fund 2060 | — |
| 2023 | Form 5500 | 024 | Schwab Managed Retirement Trust Fund 2065 | — |
| 2023 | Form 5500 | 025 | Schwab Indexed Retirement Trust Fund 2065 | — |
| 2022 | Form 5500 | 001 | Schwab Managed Retirement Trust Fund 2010 | — |
| 2022 | Form 5500 | 002 | Schwab Managed Retirement Trust Fund 2020 | — |
| 2022 | Form 5500 | 003 | Schwab Managed Retirement Trust Fund 2030 | — |
| 2022 | Form 5500 | 004 | Schwab Managed Retirement Trust Fund 2040 | — |
| 2022 | Form 5500 | 005 | Schwab Managed Retirement Trust Fund - Income | — |
| 2022 | Form 5500 | 006 | Schwab Managed Retirement Trust Fund 2015 | — |
| 2022 | Form 5500 | 007 | Schwab Managed Retirement Trust Fund 2025 | — |
| 2022 | Form 5500 | 008 | Schwab Managed Retirement Trust Fund 2035 | — |
| 2022 | Form 5500 | 009 | Schwab Managed Retirement Trust Fund 2045 | — |
| 2022 | Form 5500 | 010 | Schwab Managed Retirement Trust Fund 2050 | — |
| 2022 | Form 5500 | 011 | Schwab Indexed Retirement Trust Fund 2010 | — |
| 2022 | Form 5500 | 012 | Schwab Indexed Retirement Trust Fund 2015 | — |
| 2022 | Form 5500 | 013 | Schwab Indexed Retirement Trust Fund 2020 | — |
| 2022 | Form 5500 | 014 | Schwab Indexed Retirement Trust Fund 2025 | — |
| 2022 | Form 5500 | 015 | Schwab Indexed Retirement Trust Fund 2030 | — |
| 2022 | Form 5500 | 016 | Schwab Indexed Retirement Trust Fund 2035 | — |
| 2022 | Form 5500 | 017 | Schwab Indexed Retirement Trust Fund 2040 | — |
| 2022 | Form 5500 | 018 | Schwab Indexed Retirement Trust Fund 2045 | — |
| 2022 | Form 5500 | 019 | Schwab Indexed Retirement Trust Fund 2050 | — |
| 2022 | Form 5500 | 020 | Schwab Managed Retirement Trust Fund 2055 | — |
| 2022 | Form 5500 | 021 | Schwab Indexed Retirement Trust Fund 2055 | — |
| 2022 | Form 5500 | 022 | Schwab Managed Retirement Trust Fund 2060 | — |
| 2022 | Form 5500 | 023 | Schwab Indexed Retirement Trust Fund 2060 | — |
| 2022 | Form 5500 | 024 | Schwab Managed Retirement Trust Fund 2065 | — |
| 2022 | Form 5500 | 025 | Schwab Indexed Retirement Trust Fund 2065 | — |
| 2021 | Form 5500 | 001 | Schwab Managed Retirement Trust Fund 2010 | — |
| 2021 | Form 5500 | 002 | Schwab Managed Retirement Trust Fund 2020 | — |
| 2021 | Form 5500 | 003 | Schwab Managed Retirement Trust Fund 2030 | — |
| 2021 | Form 5500 | 004 | Schwab Managed Retirement Trust Fund 2040 | — |
| 2021 | Form 5500 | 005 | Schwab Managed Retirement Trust Fund - Income | — |
| 2021 | Form 5500 | 006 | Schwab Managed Retirement Trust Fund 2015 | — |
| 2021 | Form 5500 | 007 | Schwab Managed Retirement Trust Fund 2025 | — |
| 2021 | Form 5500 | 008 | Schwab Managed Retirement Trust Fund 2035 | — |
| 2021 | Form 5500 | 009 | Schwab Managed Retirement Trust Fund 2045 | — |
| 2021 | Form 5500 | 010 | Schwab Managed Retirement Trust Fund 2050 | — |
| 2021 | Form 5500 | 011 | Schwab Indexed Retirement Trust Fund 2010 | — |
| 2021 | Form 5500 | 012 | Schwab Indexed Retirement Trust Fund 2015 | — |
| 2021 | Form 5500 | 013 | Schwab Indexed Retirement Trust Fund 2020 | — |
| 2021 | Form 5500 | 014 | Schwab Indexed Retirement Trust Fund 2025 | — |
| 2021 | Form 5500 | 015 | Schwab Indexed Retirement Trust Fund 2030 | — |
| 2021 | Form 5500 | 016 | Schwab Indexed Retirement Trust Fund 2035 | — |
| 2021 | Form 5500 | 017 | Schwab Indexed Retirement Trust Fund 2040 | — |
| 2021 | Form 5500 | 018 | Schwab Indexed Retirement Trust Fund 2045 | — |
| 2021 | Form 5500 | 019 | Schwab Indexed Retirement Trust Fund 2050 | — |
| 2021 | Form 5500 | 020 | Schwab Managed Retirement Trust Fund 2055 | — |
| 2021 | Form 5500 | 021 | Schwab Indexed Retirement Trust Fund 2055 | — |
| 2021 | Form 5500 | 022 | Schwab Managed Retirement Trust Fund 2060 | — |
| 2021 | Form 5500 | 023 | Schwab Indexed Retirement Trust Fund 2060 | — |
| 2021 | Form 5500 | 024 | Schwab Managed Retirement Trust Fund 2065 | — |
| 2021 | Form 5500 | 025 | Schwab Indexed Retirement Trust Fund 2065 | — |
| 2020 | Form 5500 | 001 | Schwab Managed Retirement Trust Fund 2010 | — |
| 2020 | Form 5500 | 002 | Schwab Managed Retirement Trust Fund 2020 | — |
| 2020 | Form 5500 | 003 | Schwab Managed Retirement Trust Fund 2030 | — |
| 2020 | Form 5500 | 004 | Schwab Managed Retirement Trust Fund 2040 | — |
| 2020 | Form 5500 | 005 | Schwab Managed Retirement Trust Fund - Income | — |
| 2020 | Form 5500 | 006 | Schwab Managed Retirement Trust Fund 2015 | — |
| 2020 | Form 5500 | 007 | Schwab Managed Retirement Trust Fund 2025 | — |
| 2020 | Form 5500 | 008 | Schwab Managed Retirement Trust Fund 2035 | — |
| 2020 | Form 5500 | 009 | Schwab Managed Retirement Trust Fund 2045 | — |
| 2020 | Form 5500 | 010 | Schwab Managed Retirement Trust Fund 2050 | — |
| 2020 | Form 5500 | 011 | Schwab Indexed Retirement Trust Fund 2010 | — |
| 2020 | Form 5500 | 012 | Schwab Indexed Retirement Trust Fund 2015 | — |
| 2020 | Form 5500 | 013 | Schwab Indexed Retirement Trust Fund 2020 | — |
| 2020 | Form 5500 | 014 | Schwab Indexed Retirement Trust Fund 2025 | — |
| 2020 | Form 5500 | 015 | Schwab Indexed Retirement Trust Fund 2030 | — |
| 2020 | Form 5500 | 016 | Schwab Indexed Retirement Trust Fund 2035 | — |
| 2020 | Form 5500 | 017 | Schwab Indexed Retirement Trust Fund 2040 | — |
| 2020 | Form 5500 | 018 | Schwab Indexed Retirement Trust Fund 2045 | — |
| 2020 | Form 5500 | 019 | Schwab Indexed Retirement Trust Fund 2050 | — |
| 2020 | Form 5500 | 020 | Schwab Managed Retirement Trust Fund 2055 | — |
| 2020 | Form 5500 | 021 | Schwab Indexed Retirement Trust Fund 2055 | — |
| 2020 | Form 5500 | 022 | Schwab Managed Retirement Trust Fund 2060 | — |
| 2020 | Form 5500 | 023 | Schwab Indexed Retirement Trust Fund 2060 | — |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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