Plan Snapshot
- Plan Sponsor: Canyon Partners, L.L.C.
- Sponsor EIN: 954665514
- Sponsor Address: 2728 NORTH HARWOOD STREET, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $95.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 223 | $95.2M | $2.6M | $4.9M |
| 2023 | 214 | $81.4M | $2.4M | $3.9M |
| 2022 | 217 | $67.3M | $2.2M | $3.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $6,200 | — | $6,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,200
- Estimated Expense Ratio: 0.007% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $47,741 | $25,000 | $7,800 | $6,200 | — |
| 2023 | $44,714 | $22,500 | $13,700 | — | — |
| 2022 | $32,973 | $11,250 | — | — | $13,000 |