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401k Sponsoring company profile

CHARLES SCHWAB TRUST BANK has sponsored the creation of one or more 401k plans.

Company Name:CHARLES SCHWAB TRUST BANK
Employer identification number (EIN):810625169

The following addresses have been detected on the 401k submissions:

USA Mailing Address
211 MAIN STREET
14TH FLOOR
SAN FRANCISCO
CA
94105
Date first seen: 2007-01-01
Date last seen: 2023-07-31

Sponsoring Company Events

DateDescription
2021-10-12810625169 Change of name detected from CHARLES SCHWAB BANK to CHARLES SCHWAB TRUST BANK

CHARLES SCHWAB TRUST BANK 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
015SCHWAB INDEXED RETIREMENT TRUST FUND 20302014-01-01 2021-01-01
009SCHWAB MANAGED RETIREMENT TRUST FUND 20452014-01-01 2021-01-01
010SCHWAB MANAGED RETIREMENT TRUST FUND 20502015-01-01 2021-01-01
001SCHWAB MANAGED RETIREMENT TRUST FUND 20102015-01-01 2021-01-01
008SCHWAB MANAGED RETIREMENT TRUST FUND 20352015-01-01 2021-01-01
019SCHWAB INDEXED RETIREMENT TRUST FUND 20502015-01-01 2021-01-01
018SCHWAB INDEXED RETIREMENT TRUST FUND 20452012-01-01 2021-01-01
012SCHWAB INDEXED RETIREMENT TRUST FUND 20152015-01-01 2021-01-01
017SCHWAB INDEXED RETIREMENT TRUST FUND 20402015-01-01 2021-01-01
003SCHWAB MANAGED RETIREMENT TRUST FUND 20302015-01-01 2021-01-01
004SCHWAB MANAGED RETIREMENT TRUST FUND 20402015-01-01 2021-01-01
002SCHWAB MANAGED RETIREMENT TRUST FUND 20202015-01-01 2021-01-01
014SCHWAB INDEXED RETIREMENT TRUST FUND 20252015-01-01 2021-01-01
007SCHWAB MANAGED RETIREMENT TRUST FUND 20252015-01-01 2021-01-01
005SCHWAB MANAGED RETIREMENT TRUST FUND - INCOME2015-01-01 2021-01-01
022SCHWAB MANAGED RETIREMENT TRUST FUND 20602015-09-17 2015-09-17
020SCHWAB MANAGED RETIREMENT TRUST FUND 20552015-01-01 2012-11-21
013SCHWAB INDEXED RETIREMENT TRUST FUND 20202015-01-01 2021-01-01
023SCHWAB INDEXED RETIREMENT TRUST FUND 20602015-12-21 2015-12-21
021SCHWAB INDEXED RETIREMENT TRUST FUND 20552016-01-01 2021-01-01
011SCHWAB INDEXED RETIREMENT TRUST FUND 20102015-01-01 2021-01-01
016SCHWAB INDEXED RETIREMENT TRUST FUND 20352015-01-01 2021-01-01
006SCHWAB MANAGED RETIREMENT TRUST FUND 20152016-01-01 2021-01-01
024SCHWAB MANAGED RETIREMENT TRUST FUND 20652021-01-01 2021-01-01
025SCHWAB INDEXED RETIREMENT TRUST FUND 20652021-01-01 2021-01-01

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