Contractor
Charles Schwab
2 customers • 3 returns • Latest tax year 2024 • Westlake, TX
Investment AdvisoryRetirement Plan Services
Customers
2
Returns
3
Total Compensation
$431,331
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| Chi Omega Foundation | 31-0936294 | 2 | 2024 | Investment Advisory | $236,503 |
| The Illinois Critical Access Hospital | 55-0809159 | 1 | 2024 | Retirement Plan Services | $194,828 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | The Illinois Critical Access Hospital | 990 | Retirement Plan Services | 3000 SCHWAB WAY, Westlake, TX 76262 | $194,828 | View return |
| 2024 | Chi Omega Foundation | 990 | Investment Advisory | 3000 SCHWAB WAY, Westlake, TX 76262 | $124,658 | View return |
| 2023 | Chi Omega Foundation | 990 | Investment Advisory | 3000 SCHWAB WAY, Westlake, TX 76262 | $111,845 | View return |