Michael Hubbard signed Canyon Partners, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Canyon Partners, L.L.C.'s EIN is 95-4665514.
Download the official 2024 Form 5500 (PDF) for Canyon Partners, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Canyon Partners, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BFSG LLC | 20-8532658 | — | NONE | $25K | — |
| CITY NATIONAL BANK | 95-1780067 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS BALANCED R4 Registered Investment Company | Mutual Funds | — | — | $15.1M | 15.8% | |
| Vanguard: 500 Index Fund | Common Collective Trusts | — | — | $12.3M | 12.9% | |
| Growth Fund of America | Other securities | — | — | $8.4M | 8.8% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $7.9M | 8.3% | |
| Growth Index Fund | Common Collective Trusts | — | — | $6.1M | 6.4% | |
| John Hancock Disciplined Value Fund | Other securities | — | — | $5.9M | 6.2% | |
| Money Market Fund Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $5.7M | 6.0% | |
| Capital World Growth & Income Fund | Other securities | — | — | $4.4M | 4.6% | |
| Mid Cap Index Fund | Common Collective Trusts | — | — | $4.0M | 4.2% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $3.5M | 3.6% | |
| Self-Directed Brokerage Accounts: Personal Choice Retirement | Self-Directed Brokerage | — | — | $3.5M | 3.6% | |
| Primecap Core Fund | Mutual Funds | — | — | $3.2M | 3.4% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $3.0M | 3.1% | |
| Value Index Fund | Common Collective Trusts | — | — | $2.4M | 2.5% | |
| Small Cap Index Fund | Common Collective Trusts | — | — | $2.2M | 2.3% | |
| Royce Opportunity Service Fund | Other securities | — | — | $1.6M | 1.6% | |
| Franklin Mutual Small Cap Growth Fund | Mutual Funds | — | — | $1.3M | 1.3% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $1.2M | 1.2% | |
| Europacific Growth Fund | Other securities | — | — | $1.1M | 1.2% | |
| BlackRock: High Yield Bond Institutional Fund | Other securities | — | — | $993K | 1.0% | |
| Victory Capital Sycamore Established Value Fund | Other securities | — | — | $680K | 0.7% | |
| DFA Emerging Markets Core | Mutual Funds | — | — | $439K | 0.5% | |
| Mid Cap Growth Portfolio | Other securities | — | — | $435K | 0.5% | |
| Participant Loans* Rates range from 3.25% - 8.50%, maturing 2034 | Bonds / Notes | — | — | $380K | 0.4% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $285K | 0.3% | |
| New World Fund | Other securities | — | — | $195K | 0.2% | |
| Emerging Markets Bond Fund | Other securities | — | — | $150K | 0.2% | |
| T. Rowe Price New Asia Fund | Other securities | — | — | $56K | <0.1% | |
| Personal Choice Retirement 2 | Self-Directed Brokerage | — | — | $14K | <0.1% | |
| Matthews Asia Innovators Investor Fund | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $14K |
| — |
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | NONE | $375 | — |
