Cause IQ vendor profile

Schwab Retirement Plan Services,inc


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.

Identified clients:
23
Avg client size:
$511 mil revenue
Median client size:
$118 mil revenue

Schwab Retirement Plan Services,inc client list

  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

Schwab Retirement Plan Services,inc competitors

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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