Les Schwab Profit Sharing Retirement Plan
Sponsored by Les Schwab Warehouse Center, Llc · EIN 930470437 · Plan #333
- Total assets
- $865M
- Net assets
- $865M
- Active participants
- 6,051
- With balances
- 8,596
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Silver Point Capital, L.P. CRD 157738 | deterministic · 100% | 2024 |
| Portfolio Advisors, Inc. CRD 106111 | deterministic · 100% | 2024 |
| Bai Capital Management Limited CRD 312869 | fuzzy_auto · 98% | 2024 |
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 97% | 2024 |
| Global Trust Asset Management, Llc CRD 143120 | deterministic · 100% | 2024 |
| Rcf Management, Llc CRD 161007 | fuzzy_auto · 99% | 2024 |
| Elliott Investment Management L.P. CRD 307151 | fuzzy_auto · 98% | 2024 |
| Brevan Howard Capital Management, Lp CRD 161292 | deterministic · 100% | 2024 |
| Sweetwater Investment Management Llc CRD 297613 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Harsch Investment Corp | Investment management, Investment management fees (direct) | $1,415,464 |
| Mercer | Investment management, Investment management fees (direct) | $743,327 |
| Silver Point Capital, L.P. | Investment management, Investment management fees (direct) | $179,903 |
| Portfolio Advisors | Investment advisory (plan), Investment management fees (direct) | $141,591 |
| Nwps | Contract administrator, Recordkeeping, Direct payment from the plan | $138,014 |
| Prisa, Lp | Investment management, Investment management fees (direct) | $132,705 |
| Canyon Partners | Investment advisory (plan), Investment management fees (direct) | $130,324 |
| Bain Capital | Investment management, Investment management fees (indirect) | $129,098 |
| Principal Bank | Custodial (securities), Trustee (directed), Investment management | $126,669 |
| Marsh Usa Inc. | Insurance agents and brokers | $118,173 |
| Neuberger Berman | Investment management, Investment management fees (direct) | $113,500 |
| Highvista Private Equity X | Investment management, Investment management fees (direct) | $65,708 |
| Iron Point | Investment management, Investment management fees (direct) | $62,068 |
| Global Trust Company | Investment management, Investment management fees (direct) | $61,864 |
| Resource Capital Fund, Lp | Investment management, Investment management fees (direct) | $54,830 |
| Aurelius | Investment management, Investment management fees (direct) | $52,778 |
| Related Real Estate Fund | Investment management, Investment management fees (direct) | $49,261 |
| Encap Energy | Investment management, Investment management fees (indirect) | $47,551 |
| Willis Towers Watson | Consulting (general) | $45,174 |
| Elliott Investment Management Lp | Investment management, Investment management fees (direct) | $43,750 |
| Jones & Roth, Pc | Accounting, Direct payment from the plan | $39,800 |
| Isam Vector Management | Investment management, Investment management fees (direct) | $32,157 |
| Wyse Investment Services Co | Other services | $29,686 |
| Aacp Tax Exempt Investors Vi | Investment management, Investment management fees (indirect) | $28,181 |
| Readystate Offshore Fund, Ltd. | Investment management, Investment management fees (indirect) | $26,667 |
| William Blair Collective Investment | Investment management, Investment management fees (direct) | $24,642 |
| Encap Flatrock | Investment management, Insurance brokerage commissions | $16,865 |
| Brevan Howard Capital Management Lp | Investment management, Investment management fees (direct) | $14,071 |
| Sweetwater Private Equity Iii Lp | Investment management, Investment management fees (direct) | $8,481 |
| State Street Bank & Trust Co | Investment advisory (plan), Investment management fees (direct) | $6,377 |