Balyasny Asset Management 401(k) Plan
Sponsored by Balyasny Asset Management, L.P. · EIN 364486492 · Plan #001
- Total assets
- $263M
- Net assets
- $263M
- Active participants
- 1,393
- With balances
- 1,695
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $68,615 |
| Morningstar Inc | Investment management, Direct payment from the plan | $6,742 |
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $5,045 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $4,359 |