You can view your Plans current and previous contribution history using your online account at Schwab Retirement Center. If you need login credentials, or if you are locked out of your account, please call us at 866-840-6441 and we would be happy to assist you.
Once you have logged in, from the dashboard, go to the Operations menu and under Contributions select History.
In the Contribution History Window, enter the Plan name, the desired date range and then select Search.
Results will be broken out by the date the ACH pull was submitted, and loan payments will show as a separate result from employee and employer contributions.
Double-click on any result return for a detailed breakdown by source. Select Export to PDF to save a copy of the results.
To download results to Excel, click on the top checkbox to select all transactions and then choose Download. The file will show at the bottom of your screen.