Les Schwab Profit Sharing Retirement Plan — Form 5500 plan (Les Schwab Warehouse Center, LLC)

Plain-English plan 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, Les Schwab Profit Sharing Retirement Plan is a benefit plan reported by Les Schwab Warehouse Center, LLC under EIN 93-0470437 and plan number 333. The latest loaded filing year is 2023. The filing reports 7,701 participants and $770,320,628 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Les Schwab Warehouse Center, LLC
EIN
93-0470437
Plan number
333
Plan type
2
Location
Bend, OR
Latest filing year
2023
Participants
7,701
End-of-year plan assets
$770,320,628

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,701H, C20240912103823NAL0005061843001
20237,912H, C20241014155601NAL0026642417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$805,482,585
Total liabilities (EOY)
$483,651
Net assets (EOY)
$804,998,934
Net assets (BOY)
$730,530,267

Income & contributions

Employer contributions
$44,229,650
Total contributions
$44,229,650
Total income / additions
$127,295,819

Expenses & distributions

Benefits paid
$49,116,517
Administrative expenses
$3,008,295
Total expenses
$52,827,152
Net increase / (decrease)
$74,468,667

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Harsch Investment CorpINDEPENDENT ADVISOR$1,256,216not reported in the loaded dataset2023
Harsch Investment CorpINDEPENDENT ADVISOR$749,616not reported in the loaded dataset2023
MercerINDEPENDENT ADVISOR$732,291not reported in the loaded dataset2023
MercerINDEPENDENT ADVISOR$377,501not reported in the loaded dataset2023
Portfolio AdvisorsINDEPENDENT ADVISOR$250,453not reported in the loaded dataset2023
Aristotle CapitalINDEPENDENT ADVISOR$191,847not reported in the loaded dataset2023
Northwest Plan ServicesTHIRD PARTY ADMINISTRATO$179,151not reported in the loaded dataset2023
AureliusINDEPENDENT ADVISOR$163,564not reported in the loaded dataset2023
Wells Fargo Bank & Trust OperationsDIRECTED TRUSTEE$163,034not reported in the loaded dataset2023
Prisa, LpINDEPENDENT ADVISOR$148,958not reported in the loaded dataset2023
Portfolio AdvisorsINDEPENDENT ADVISOR$147,598not reported in the loaded dataset2023
State Street Bank & Trust CoINDEPENDENT ADVISOR$140,083not reported in the loaded dataset2023
Canyon PartnersINDEPENDENT ADVISOR$137,325not reported in the loaded dataset2023
Prisa, LpINDEPENDENT ADVISOR$129,721not reported in the loaded dataset2023
NwpsTHIRD PARTY ADMINISTRATO$127,752not reported in the loaded dataset2023
AureliusINVESTMENT ADVISOR$126,489not reported in the loaded dataset2023
Canyon PartnersINVESTMENT ADVISOR$125,429not reported in the loaded dataset2023
Neuberger BermanINDEPENDENT ADVISOR$116,000not reported in the loaded dataset2023
Resource Capital Fund, LpINDEPENDENT ADVISOR$113,757not reported in the loaded dataset2023
Principal BankDIRECTED TRUSTEE$113,247not reported in the loaded dataset2023
Neuberger BermanINDEPENDENT ADVISOR$111,826not reported in the loaded dataset2023
Iron PointINDEPENDENT ADVISOR$105,000not reported in the loaded dataset2023
Anchorage Capital Group. LLCINDEPENDENT ADVISOR$102,761not reported in the loaded dataset2023
Encap EnergyINDEPENDENT ADVISOR$102,459not reported in the loaded dataset2023
Bain CapitalINDEPENDENT ADVISOR$98,000not reported in the loaded dataset2023
Elliott Investment Management LpINDEPENDENT ADVISOR$87,500not reported in the loaded dataset2023
Resource Capital Fund, LpINDEPENDENT ADVISOR$84,377not reported in the loaded dataset2023
Polen CapitalINDEPENDENT ADVISOR$82,591not reported in the loaded dataset2023
Encap EnergyINDEPENDENT ADVISOR$67,500not reported in the loaded dataset2023
Marsh Usa Inc.INSURANCE$64,959not reported in the loaded dataset2023
Iron PointINDEPENDENT ADVISOR$64,145not reported in the loaded dataset2023
AcadianINDEPENDENT ADVISOR$62,177not reported in the loaded dataset2023
Related Real Estate FundINDEPENDENT ADVISOR$58,652not reported in the loaded dataset2023
Related Real Estate FundINDEPENDENT ADVISOR$54,959not reported in the loaded dataset2023
Aacp Tax Exempt Investors ViINDEPENDENT ADVISOR$51,099not reported in the loaded dataset2023
OsamINDEPENDENT ADVISOR$50,289not reported in the loaded dataset2023
Global Trust CompanyINDEPENDENT ADVISOR$49,494not reported in the loaded dataset2023
Lovell MinnickINDEPENDENT ADVISOR$47,743not reported in the loaded dataset2023
VentureINDEPENDENT ADVISOR$47,131not reported in the loaded dataset2023
Global Trust CompanyINDEPENDENT ADVISOR$46,398not reported in the loaded dataset2023
Wyse Investment Services CoINDEPENDENT ADVISOR$44,918not reported in the loaded dataset2023
Jones & Roth, PcAUDITOR$39,000not reported in the loaded dataset2023
Jones & Roth, PcAUDITOR$37,200not reported in the loaded dataset2023
Prudential Trust CoINDEPENDENT ADVISOR$35,397not reported in the loaded dataset2023
Quellos Private CapitalINDEPENDENT ADVISOR$34,894not reported in the loaded dataset2023
ManulifeINDEPENDENT ADVISOR$33,933not reported in the loaded dataset2023
Encap FlatrockINDEPENDENT ADVISOR$33,750not reported in the loaded dataset2023
Sweetwater Private Equity Iii LpINDEPENDENT ADVISOR$32,769not reported in the loaded dataset2023
Encap FlatrockINDEPENDENT ADVISOR$30,292not reported in the loaded dataset2023
Brevan Howard Capital Management LpINDEPENDENT ADVISOR$29,221not reported in the loaded dataset2023
Wyse Investment Services CoINDEPENDENT ADVISOR$28,996not reported in the loaded dataset2023
Transamerica Financial Life Ins CoINDEPENDENT ADVISOR$25,406not reported in the loaded dataset2023
Dodge & CoxINDEPENDENT ADVISOR$23,474not reported in the loaded dataset2023
Stoel Rives, LlpCONSULTANT$20,107not reported in the loaded dataset2023
Grandeur PeakINDEPENDENT ADVISOR$17,834not reported in the loaded dataset2023
Anchorage Capital Group, LLCINDEPENDENT ADVISOR$6,839not reported in the loaded dataset2023
MartingaleINDEPENDENT ADVISOR$5,800not reported in the loaded dataset2023

Related Form 5500 pages