Sponsor portfolio
CARLSON CAPITAL, L.P.
EIN 27-2570573financial servicesLatest filing 2024
Plans
1
Retirement
1
$33.1M assets
Welfare
0
Participants
117
2100 MCKINNEY AVENUE, SUITE 1900 - DALLAS, TX 75201214-932-9632carlsoncapital.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARLSON CAPITAL, L.P. 401(K) PLAN | 401k | $33.1M | 117 | 2024 |
Retirement plans
Welfare plans