Sponsor portfolio

CARLSON CAPITAL MANAGEMENT, INC.

EIN 41-1689533financial servicesLatest filing 2024

Plans

Retirement

$29.8M assets

Welfare

Participants

11 BRIDGE SQUARE - NORTHFIELD, MN 55057507-645-8887carlsoncap.comLinkedIn51-200 employeesfinancial services

Plans on this EIN

1 filing

#001401k-$29.8M - 89 part

Plan deep-dives

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Retirement#001

CARLSON CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$29.8M

Participants89

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	CARLSON CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN	401k	$29.8M	89	2024

Retirement plans