Canyon Partners, L.L.C. 401(k) Retirement Savings Plan
Sponsored by Canyon Partners, L.L.C. · EIN 954665514 · Plan #001
- Total assets
- $95.2M
- Net assets
- $95.2M
- Active participants
- 223
- With balances
- 340
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bfsg, Llc CRD 143617 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bfsg Llc | Investment management, Direct payment from the plan | $25,000 |
| City National Bank | Accounting, Direct payment from the plan | $14,000 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $8,741 |
| Charles Schwab & Co, Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $375 |