Sponsor portfolio
CHARLES & HELEN SCHWAB FOUNDATION
EIN 94-3374170Health Care and Social AssistanceLatest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
10
201 MISSION STREET, SUITE 1950 - SAN FRANCISCO, CA 941052516415-795-4920
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN | 403b | $1.6M | 10 | 2025 |
Retirement plans