Well-Known Custodian

Charles Schwab & Co., Inc. acts as the custodian for plan assets.

Each participant is provided with an account at Charles Schwab. This relationship gives participants the ability to access their account through Schwab.com to view account balances, review recent transactions, view statements, research investments, and much more. All investments options available at Schwab can be made available to plan participants.

This allows participants with a wide range of investment options.

Who is Charles Schwab & Co., Inc.?

Schwab Corporate Services offers retirement plan services including recordkeeping and related services through Schwab Retirement Plan Services, Inc., proprietary retirement plan recordkeeping systems through Schwab Retirement Technologies, trustee and custodial services through The Charles Schwab Trust Company, and the Schwab Personal Choice Retirement Account® (PCRA) (self-directed brokerage account through Charles Schwab & Co., Inc.).

The Charles Schwab Corporation (NYSE: SCH), through Charles Schwab & Co., Inc. (Member SIPC ), CyberTrader, Inc. (Member SIPC/NASD) and its other operating subsidiaries, is one of the nation’s largest financial services firms.

Charles Schwab & Co, Inc. is not affiliated with Wellington Financial Group, Inc.

Want to know more about why Charles Schwab is the ideal custodian for your plan? Request a proposal today by clicking here!