Filings through .
Channel Wealth LLC
Matched across 3 name variants in the filings
Analytics
Market position · 2024
Plans served8Rank #1662 of mapped providers
Assets under administration$142M0.0%Rank #8554 by share of filed assets
Fees received$206,369Median $21,473/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name Channel Wealth as recordkeeper and list their funds in their filing.
Plans
2
$16.9M in funds
In collective trusts
<1%
average plan
In Channel Wealth funds
0%
average plan
In index funds
46%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| Fidelity (FMR) | 1 |
| Vanguard | 1 |
| Capital Group | 1 |
| BlackRock | 1 |
| MFS (Sun Life) | 1 |
Target-date series
| Series | Plans |
|---|---|
| Fidelity Freedom Index | 1 |
| Vanguard Target Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.