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  1. Companies/
  2. Carlson Capital Management, Inc.

Filings through Oct 24, 2026.

Carlson Capital Management, Inc.

EIN 41-1689533-financial services-Latest filing 2024
Plans
1
Retirement
1
$29.8M assets
Health & Benefits
0
Participants
89
11 BRIDGE SQUARE - NORTHFIELD, MN 55057507-645-8887carlsoncap.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$29.8M - 89 part

Plan summaries

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

Retirement#001

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

401(k)

Assets$29.8M
Participants89
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 MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN401(k)$29.8M892024
  • CARLSON CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN$29.8M
    #001 · 401(k) · 202489
Retirement plans
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