Charles Schwab & Co., Inc. acts as custodian for plan assets. Each participant maintains their own account at Schwab and can access their account through Schwab.com.

And, because the accounts are held at Schwab all of the investments funds available at Schwab can be made available to your plan participants.

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 ), U.S. Trust Corporation, 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.