Carlson Capital, L.P. 401(k) Plan
Sponsored by Carlson Capital, L.P. · EIN 272570573 · Plan #001
- Total assets
- $33.1M
- Net assets
- $33.1M
- Active participants
- 29
- With balances
- 116
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $23,725 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Other services | $0 |