Find my Charles Schwab 401(k) plan

Charles Schwab offers SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN through Charles Schwab. Their plan covers 24,390 employees.

Updated on May 17, 2024

Charles Schwab 401(k) plan information

Charles Schwab’s 401(k) provider
Plan name
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
Phone number
Fax number
Hours of operation
Monday - Friday: 8am - 10pm ET
Address
PO Box 388, Richfield, OH, 44286
To access your Charles Schwab 401(k) plan online, visit the Charles Schwab website and enter your username and password, or use the forgot login feature to reset your credentials. If you don’t have login credentials, try registering as a new user.
If you have a 401(k) plan through Charles Schwab at Charles Schwab and no longer work there, you have a few options. You can leave it with Charles Schwab, roll it over into an individual retirement account (IRA), roll it over into a new 401(k), or withdraw the funds (may incur tax penalties).

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Charles Schwab 401(k) plan details

Charles Schwab offers SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN through Charles Schwab. Their plan covers 24,390 employees.

Charles Schwab
Charles Schwab Corporation is an American brokerage and banking company. Founded by Charles R. Schwab in 1971, the company provides services for individual investors and independent investment advisors. The company's primary service offerings include investing and banking products, customer guidance, financial advice, retirement services, asset management, margin lending, and trust and custody services. In addition to its corporate headquarters in San Francisco, California, Schwab also has branch offices located throughout the United States. In 1975 Charles Schwab launched his firm as a pioneer of discount stockbrokerage with a flat-fee schedule that allowed customers to trade stocks at a much reduced cost than other traditional brokers charged at the time. Since then Schwab has grown steadily into one of America’s largest brokerage firms. It acquired U.S Trust Company in 2003 and OptionsXpress in 2011 expanding its range of financial products offered while continuing to focus on providing affordable access to capital markets for individuals across the world through its well-known online investing platform which was introduced in 1996. Today it serves over 16 million clients from all around the globe offering wealth management solutions through complex instruments like ETFs (exchange traded funds) as well as actively managed mutual funds or self-directed accounts that allow clients to trade stocks and options directly using their mobile devices or laptops.
Headquarters
211 MAIN ST, SAN FRANCISCO, CA 94105
Phone number
415-667-7000
Contact
SHANE MEREDITH
EIN
94-3025021