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Charles Schwab Trust Bank: who to call about your old retirement account

Schwab Indexed Retirement Trust Fund 2055. HENDERSON, NV. From the plan’s 2024 filing with the U.S. Department of Labor.

Good news: this plan is still running.

It filed for 2024, so if you left money in it, the account should still be there under your name. One phone call usually finds it.

Is this your plan?

From the plan’s public filings. Check that it sounds like the place you worked.

Employer: Charles Schwab Trust BankHas also filed as Charles Schwab Bank
Address on file: Henderson, NV · 89074
Plan: Schwab Indexed Retirement Trust Fund 2055
When: Still running: latest filing is for 2024Has filed since 2013
Size: about $790 million in total

Not the right one? Charles Schwab Trust Bank has 8 other retirement plans:

Schwab Managed Retirement Trust Fund 2020 · filed 2024
Schwab Managed Retirement Trust Fund 2030 · filed 2024
Schwab Managed Retirement Trust Fund 2040 · filed 2024
Schwab Managed Retirement Trust Fund - Income · filed 2024
Schwab Managed Retirement Trust Fund 2015 · filed 2024
Schwab Managed Retirement Trust Fund 2025 · filed 2024
Schwab Managed Retirement Trust Fund 2035 · filed 2024
Schwab Managed Retirement Trust Fund 2010 · filed 2024

Doesn’t sound like it? Search again. Try the company’s legal name, or the name it had when you worked there.

Get this plan’s contact details, free

Tell us where to send them and we’ll email you a link that opens:

✓ The phone number on the plan’s filing
✓ What to say on the call, word for word
✓ The plan ID numbers they will ask you for

If nobody can find you

These official and non-profit registries are free:

DOL Abandoned Plan Search ↗
plans wound down by a custodian after the employer walked away
DOL Retirement Savings Lost & Found ↗
the Department of Labor’s registry of accounts owed to former participants
National Registry of Unclaimed Retirement Benefits ↗
employers and plan administrators list balances they could not deliver
Your state’s unclaimed property office ↗
uncashed distribution checks often end up here

Want a licensed advisor to help?

Optional, free, and no obligation. An advisor can help you track the account down, then roll it into an IRA or your current employer’s plan and keep it invested. You do not need this to use anything above.

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Roughly how much is in the account? (optional)

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I am asking 401kHunter to connect me with a licensed financial advisor about my old retirement account. I agree that 401kHunter may share my request and contact details with the one licensed advisor it matches me with, and that 401kHunter and that advisor may email me about it. The advisor may pay 401kHunter for the introduction. This is free for me and I am under no obligation. My details will not be used for anything else, or sold or shared with anyone else, without my consent.

401kHunter is not affiliated with, endorsed by, or connected to CHARLES SCHWAB TRUST BANK. Plan figures on this page come from public U.S. Department of Labor Form 5500 filings and reflect the plan’s final reported year. This page is educational and is not investment, tax, or legal advice.