Carlson Capital, L.P. 401(k) Plan
What public Form 5500 filings show about the Carlson Capital, L.P. 401(k) plan — and how to find and check your own account.
The Carlson Capital, L.P. 401(k) on its latest Form 5500
Carlson Capital, L.P. (EIN 27-2570573) reports CARLSON CAPITAL, L.P. 401(K) PLAN on its most recent Form 5500, with $33.1M in plan assets across 29 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 Carlson Capital, L.P. filing — schedules, fees, and providers.
Who runs the Carlson Capital, 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Carlson Capital, L.P. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADP BROKER-DEALER.
How to check your Carlson Capital, L.P. 401(k)
- Log in to ADP’s participant portal (the site on your statements).
- Ask Carlson Capital, 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).