Schwab Retirement Plan Services,inc is a firm that provides administrative support, financial advisor, actuarial services, fiduciary trustee, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois, California, and Ohio (although they are present in other states as well).
Most Schwab Retirement Plan Services,inc clients are trade associations and electric power generation, transmission, and distribution establishments with revenues ranging from $95 million to $982 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Association of Realtors | 501(c)(6) | Chicago, IL | ||
| 2 | National Association of Broadcasters (NAB) | 501(c)(6) | Washington, DC | ||
| 3 | Justice Resource Institute (JRI) | 501(c)(3) | Needham, MA | ||
| 4 | Alliance for Audited Media | 501(c)(6) | Schaumburg, IL | ||
| 5 | Illinois Credit Union League (ICUL) | 501(c)(6) | Naperville, IL | ||
| 6 | California Independent System Operator (CAISO) | 501(c)(3) | Folsom, CA | ||
| 7 | Hospice of the Valley (HOV) | 501(c)(3) | Phoenix, AZ | ||
| 8 | Institute of Nuclear Power Operations (INPO) | 501(c)(3) | Atlanta, GA | ||
| 9 | Information System Security Certification Consortium ((ISC)2) | 501(c)(6) | Alexandria, VA | ||
| 10 | Beech Brook | 501(c)(3) | Garfield Heights, OH | ||
| ... | and 13 more Schwab Retirement Plan Services,inc not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Schwab Retirement Plan Services,inc in the nonprofit sector include Minnesota Life Insurance Company, Transamerica, Towers Watson, Fid Inv Inst Ops Company, Matrix Trust Company, Cigna Health and Life Insurance, Usi Advisors Inc, Sei Investments, Segal Consulting, and State Street Global Advisors.
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