Charles Schwab Trust Bank
Henderson, NV, 89074
- Plans
- 5
- 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 Institutional Large Cap Value Trust Fund | — |
| 2024 | Form 5500 | 002 | Schwab Institutional Large Cap Growth Trust Fund | — |
| 2024 | Form 5500 | 003 | Schwab Institutional Core Plus Fixed Income Trust | — |
| 2024 | Form 5500 | 004 | Schwab Institutional Small Cap Trust Fund | — |
| 2024 | Form 5500 | 006 | Schwab Institutional Diversified International Trust Fund | — |
| 2023 | Form 5500 | 001 | Schwab Institutional Large Cap Value Trust Fund | — |
| 2023 | Form 5500 | 002 | Schwab Institutional Large Cap Growth Trust Fund | — |
| 2023 | Form 5500 | 003 | Schwab Institutional Core Plus Fixed Income Trust | — |
| 2023 | Form 5500 | 004 | Schwab Institutional Small Cap Trust Fund | — |
| 2023 | Form 5500 | 006 | Schwab Institutional Diversified International Trust Fund | — |
| 2022 | Form 5500 | 001 | Schwab Institutional Large Cap Value Trust Fund | — |
| 2022 | Form 5500 | 002 | Schwab Institutional Large Cap Growth Trust Fund | — |
| 2022 | Form 5500 | 003 | Schwab Institutional Core Plus Fixed Income Trust | — |
| 2022 | Form 5500 | 004 | Schwab Institutional Small Cap Trust Fund | — |
| 2022 | Form 5500 | 006 | Schwab Institutional Diversified International Trust Fund | — |
| 2021 | Form 5500 | 001 | Schwab Institutional Large Cap Value Trust Fund | — |
| 2021 | Form 5500 | 002 | Schwab Institutional Large Cap Growth Trust Fund | — |
| 2021 | Form 5500 | 003 | Schwab Institutional Core Plus Fixed Income Trust | — |
| 2021 | Form 5500 | 004 | Schwab Institutional Small Cap Trust Fund | — |
| 2021 | Form 5500 | 006 | Schwab Institutional Diversified International Trust Fund | — |
| 2020 | Form 5500 | 001 | Schwab Institutional Large Cap Value Trust Fund | — |
| 2020 | Form 5500 | 002 | Schwab Institutional Large Cap Growth Trust Fund | — |
| 2020 | Form 5500 | 003 | Schwab Institutional Core Plus Fixed Income Trust | — |
| 2020 | Form 5500 | 004 | Schwab Institutional Small Cap Trust Fund | — |
| 2020 | Form 5500 | 006 | Schwab Institutional Diversified International Trust Fund | — |
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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