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| Company Name: | CHARLES SCHWAB TRUST BANK |
| Employer identification number (EIN): | 810625170 |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-06-30 | ||||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2008-01-01 | |||||
| Date last seen: 2025-12-03 | |||||
| Date | Description |
|---|---|
| 2021-10-12 | 810625170 Change of name detected from CHARLES SCHWAB BANK to CHARLES SCHWAB TRUST BANK |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 007 | SCHWAB DIVERSIFIED AGGRESSIVE ALLOCATION TRUST FUND | 2014-01-01 | |
| 002 | SCHWAB INSTITUTIONAL LARGE CAP GROWTH TRUST FUND | 2015-01-01 | 2021-01-01 |
| 003 | SCHWAB INSTITUTIONAL CORE PLUS FIXED INCOME TRUST | 2015-01-01 | 2021-01-01 |
| 001 | SCHWAB INSTITUTIONAL LARGE CAP VALUE TRUST FUND | 2015-01-01 | 2021-01-01 |
| 004 | SCHWAB INSTITUTIONAL SMALL CAP TRUST FUND | 2015-01-01 | 2021-01-01 |
| 006 | SCHWAB INSTITUTIONAL DIVERSIFIED INTERNATIONAL TRUST FUND | 2015-01-01 | 2021-01-01 |
| 008 | SCHWAB DIVERSIFIED GROWTH ALLOCATION TRUST FUND | 2016-01-01 | |
| 005 | SCHWAB INST INTERMEDIATE FIXED INCOME TRUST FUND | 2012-01-01 | |
| 051 | CHARLES SCHWAB INSTL FI CP TRUST FD |
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