Form 5500 Search

CANVAS WEALTH ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
9
Active participants
6,509
Total plan assets
$2.9B
Filings (rows)
9
Direct comp
$169K
Indirect comp
$0

SERVICES PROVIDED

Other6
Broker3

Top plans served

All 9 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SHOOK, HARDY & BACON L.L.P.
SHOOK, HARDY & BACON 401(K) PROFIT SHARING PLAN
KANSAS CITY, MO
Broker
SECURITIES BROKER
1,204$650.8M$12K
SHOOK, HARDY & BACON L.L.P.
SHOOK, HARDY & BACON 401(K) PROFIT SHARING PLAN
KANSAS CITY, MO
Broker
SECURITIES BROKER
1,164$588.7M$6K
SHOOK, HARDY & BACON L.L.P.
SHOOK, HARDY & BACON 401(K) PROFIT SHARING PLAN
KANSAS CITY, MO
Broker
SECURITIES BROKER
1,142$496.5M$6K
SPENCER FANE LLP
SPENCER FANE RETIREMENT PLAN
KANSAS CITY, MO
Other
NONE
910$263.8M$10K
SPENCER FANE LLP
SPENCER FANE RETIREMENT PLAN
KANSAS CITY, MO
Other
NONE
707$211.0M$8K
ANESTHESIA ASSOCIATES OF KANSAS CITY, P.A.
ANESTHESIA ASSOCIATES OF KANSAS CITY, P.A. 401(K) PROFIT SHARING PLAN
OVERLAND PARK, KS
Other
NONE
239$180.7M$46K
ANESTHESIA ASSOCIATES OF KANSAS CITY, P.A.
ANESTHESIA ASSOCIATES OF KANSAS CITY, P.A. 401(K) PROFIT SHARING PLAN
OVERLAND PARK, KS
Other
NONE
260$163.3M$37K
SPENCER FANE LLP
SPENCER FANE RETIREMENT PLAN
KANSAS CITY, MO
Other
NONE
608$161.8M$7K
ANESTHESIA ASSOCIATES OF KANSAS CITY, P.A.
ANESTHESIA ASSOCIATES OF KANSAS CITY, P.A. 401(K) PROFIT SHARING PLAN
OVERLAND PARK, KS
Other
NONE
275$142.7M$37K