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  1. Companies/
  2. Carlson Capital, L.P.

Filings through Oct 24, 2026.

Carlson Capital, L.P.

EIN 27-2570573-financial services-Latest filing 2025
Plans
1
Retirement
1
$34.0M assets
Health & Benefits
0
Participants
104
2100 MCKINNEY AVENUE, SUITE 1900 - DALLAS, TX 75201214-932-9632carlsoncapital.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$34.0M - 104 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CARLSON CAPITAL, L.P. 401(K) PLAN

401(k)

Assets$34.0M
Participants104
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CARLSON CAPITAL, L.P. 401(K) PLAN401(k)$34.0M1042025
  • CARLSON CAPITAL, L.P. 401(K) PLAN$34.0M
    #001 · 401(k) · 2025104
Retirement plans
Health & Benefits plans
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