CANYON PARTNERS
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
5
Active participants
23,998
Total plan assets
$3.5B
Filings (rows)
5
Direct comp
$762K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant5
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| CANYON VALUE REALIZATION FUND | 2 |
Top plans served
All 5 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND, OR | Advisor / Consultant INVESTMENT ADVISOR | 6,051 | $865.4M | $130K |
| LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND, OR | Advisor / Consultant INVESTMENT ADVISOR | 5,738 | $805.5M | $125K |
| LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND, OR | Advisor / Consultant INDEPENDENT ADVISOR | 5,290 | $770.3M | $137K |
| LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND, OR | Advisor / Consultant INVESTMENT ADVISOR | 5,463 | $730.9M | $120K |
| WELLMARK, INC. NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC. | DES MOINES, IA | Advisor / Consultant INVESTMENT MANAGEMENT | 1,456 | $297.3M | $249K |