BALYASNY ASSET MANAGEMENT, L.P. 401(k) Plan
What public Form 5500 filings show about the BALYASNY ASSET MANAGEMENT, L.P. 401(k) plan — and how to find and check your own account.
The BALYASNY ASSET MANAGEMENT, L.P. 401(k) on its latest Form 5500
BALYASNY ASSET MANAGEMENT, L.P. (EIN 36-4486492) reports BALYASNY ASSET MANAGEMENT 401(K) PLAN on its most recent Form 5500, with $263.0M in plan assets across 1,393 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full BALYASNY ASSET MANAGEMENT, L.P. filing — schedules, fees, and providers.
Who runs the BALYASNY ASSET MANAGEMENT, L.P. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BALYASNY ASSET MANAGEMENT, L.P. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING HOLDCO, CHARLES SCHWAB & CO, MORNINGSTAR.
How to check your BALYASNY ASSET MANAGEMENT, L.P. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask BALYASNY ASSET MANAGEMENT, L.P. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
