2023 Form 5500 filing — Les Schwab Profit Sharing Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014155601NAL0026642417001) for Les Schwab Profit Sharing Retirement Plan, reported by Les Schwab Warehouse Center, LLC under EIN 93-0470437 and plan number 333. It reports 7,912 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155601NAL0026642417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Les Schwab Warehouse Center, LLC
- EIN
- 93-0470437
- Plan number
- 333
- Location
- Bend, OR
- Participants
- 7,912
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $805,482,585
- Total liabilities (EOY)
- $483,651
- Net assets (EOY)
- $804,998,934
- Employer contributions
- $44,229,650
- Total income / additions
- $127,295,819
- Benefits paid
- $49,116,517
- Administrative expenses
- $3,008,295
- Total expenses
- $52,827,152
- Net increase / (decrease)
- $74,468,667
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harsch Investment Corp | INDEPENDENT ADVISOR | $1,256,216 | not reported in the loaded dataset |
| Harsch Investment Corp | INDEPENDENT ADVISOR | $749,616 | not reported in the loaded dataset |
| Mercer | INDEPENDENT ADVISOR | $732,291 | not reported in the loaded dataset |
| Mercer | INDEPENDENT ADVISOR | $377,501 | not reported in the loaded dataset |
| Portfolio Advisors | INDEPENDENT ADVISOR | $250,453 | not reported in the loaded dataset |
| Aristotle Capital | INDEPENDENT ADVISOR | $191,847 | not reported in the loaded dataset |
| Northwest Plan Services | THIRD PARTY ADMINISTRATO | $179,151 | not reported in the loaded dataset |
| Aurelius | INDEPENDENT ADVISOR | $163,564 | not reported in the loaded dataset |
| Wells Fargo Bank & Trust Operations | DIRECTED TRUSTEE | $163,034 | not reported in the loaded dataset |
| Prisa, Lp | INDEPENDENT ADVISOR | $148,958 | not reported in the loaded dataset |
| Portfolio Advisors | INDEPENDENT ADVISOR | $147,598 | not reported in the loaded dataset |
| State Street Bank & Trust Co | INDEPENDENT ADVISOR | $140,083 | not reported in the loaded dataset |
| Canyon Partners | INDEPENDENT ADVISOR | $137,325 | not reported in the loaded dataset |
| Prisa, Lp | INDEPENDENT ADVISOR | $129,721 | not reported in the loaded dataset |
| Nwps | THIRD PARTY ADMINISTRATO | $127,752 | not reported in the loaded dataset |
| Aurelius | INVESTMENT ADVISOR | $126,489 | not reported in the loaded dataset |
| Canyon Partners | INVESTMENT ADVISOR | $125,429 | not reported in the loaded dataset |
| Neuberger Berman | INDEPENDENT ADVISOR | $116,000 | not reported in the loaded dataset |
| Resource Capital Fund, Lp | INDEPENDENT ADVISOR | $113,757 | not reported in the loaded dataset |
| Principal Bank | DIRECTED TRUSTEE | $113,247 | not reported in the loaded dataset |
| Neuberger Berman | INDEPENDENT ADVISOR | $111,826 | not reported in the loaded dataset |
| Iron Point | INDEPENDENT ADVISOR | $105,000 | not reported in the loaded dataset |
| Anchorage Capital Group. LLC | INDEPENDENT ADVISOR | $102,761 | not reported in the loaded dataset |
| Encap Energy | INDEPENDENT ADVISOR | $102,459 | not reported in the loaded dataset |
| Bain Capital | INDEPENDENT ADVISOR | $98,000 | not reported in the loaded dataset |
| Elliott Investment Management Lp | INDEPENDENT ADVISOR | $87,500 | not reported in the loaded dataset |
| Resource Capital Fund, Lp | INDEPENDENT ADVISOR | $84,377 | not reported in the loaded dataset |
| Polen Capital | INDEPENDENT ADVISOR | $82,591 | not reported in the loaded dataset |
| Encap Energy | INDEPENDENT ADVISOR | $67,500 | not reported in the loaded dataset |
| Marsh Usa Inc. | INSURANCE | $64,959 | not reported in the loaded dataset |
| Iron Point | INDEPENDENT ADVISOR | $64,145 | not reported in the loaded dataset |
| Acadian | INDEPENDENT ADVISOR | $62,177 | not reported in the loaded dataset |
| Related Real Estate Fund | INDEPENDENT ADVISOR | $58,652 | not reported in the loaded dataset |
| Related Real Estate Fund | INDEPENDENT ADVISOR | $54,959 | not reported in the loaded dataset |
| Aacp Tax Exempt Investors Vi | INDEPENDENT ADVISOR | $51,099 | not reported in the loaded dataset |
| Osam | INDEPENDENT ADVISOR | $50,289 | not reported in the loaded dataset |
| Global Trust Company | INDEPENDENT ADVISOR | $49,494 | not reported in the loaded dataset |
| Lovell Minnick | INDEPENDENT ADVISOR | $47,743 | not reported in the loaded dataset |
| Venture | INDEPENDENT ADVISOR | $47,131 | not reported in the loaded dataset |
| Global Trust Company | INDEPENDENT ADVISOR | $46,398 | not reported in the loaded dataset |
| Wyse Investment Services Co | INDEPENDENT ADVISOR | $44,918 | not reported in the loaded dataset |
| Jones & Roth, Pc | AUDITOR | $39,000 | not reported in the loaded dataset |
| Jones & Roth, Pc | AUDITOR | $37,200 | not reported in the loaded dataset |
| Prudential Trust Co | INDEPENDENT ADVISOR | $35,397 | not reported in the loaded dataset |
| Quellos Private Capital | INDEPENDENT ADVISOR | $34,894 | not reported in the loaded dataset |
| Manulife | INDEPENDENT ADVISOR | $33,933 | not reported in the loaded dataset |
| Encap Flatrock | INDEPENDENT ADVISOR | $33,750 | not reported in the loaded dataset |
| Sweetwater Private Equity Iii Lp | INDEPENDENT ADVISOR | $32,769 | not reported in the loaded dataset |
| Encap Flatrock | INDEPENDENT ADVISOR | $30,292 | not reported in the loaded dataset |
| Brevan Howard Capital Management Lp | INDEPENDENT ADVISOR | $29,221 | not reported in the loaded dataset |
| Wyse Investment Services Co | INDEPENDENT ADVISOR | $28,996 | not reported in the loaded dataset |
| Transamerica Financial Life Ins Co | INDEPENDENT ADVISOR | $25,406 | not reported in the loaded dataset |
| Dodge & Cox | INDEPENDENT ADVISOR | $23,474 | not reported in the loaded dataset |
| Stoel Rives, Llp | CONSULTANT | $20,107 | not reported in the loaded dataset |
| Grandeur Peak | INDEPENDENT ADVISOR | $17,834 | not reported in the loaded dataset |
| Anchorage Capital Group, LLC | INDEPENDENT ADVISOR | $6,839 | not reported in the loaded dataset |
| Martingale | INDEPENDENT ADVISOR | $5,800 | not reported in the loaded dataset |