Michael Boyle signed Carlson Capital, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carlson Capital, L.P.'s EIN is 27-2570573.
Download the official 2024 Form 5500 (PDF) for Carlson Capital, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carlson Capital, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX NLS N STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $7.3M | 22.0% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $5.0M | 15.1% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $3.8M | 11.5% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $3.0M | 9.0% | |
| INVESCO STABLE ASSET ADP30 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $2.2M | 6.7% | |
| BLACKROCK EQ DIV - INSTL | Registered Investment Companies | — | — | $1.9M | 5.7% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.2M | 3.6% | |
| MASSMUTUAL MID CAP GR I | Registered Investment Companies | — | — | $1.1M | 3.5% | |
| STATE ST RUSS SC IDX IV STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 337 | Common Collective Trust | — | — | $951K | 2.9% | |
| JPMORGAN EQUITY INCOME R4 | Registered Investment Companies | — | — | $749K | 2.3% | |
| STATE ST S&P MD CP IDX NL F STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 345 | Common Collective Trust | — | — | $747K | 2.3% | |
| FIRST EAGLE GOLD R6 | Registered Investment Companies | — | — | $679K | 2.1% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $541K | 1.6% | |
| HARDING LOEVNER INTL EQ INST | Registered Investment Companies | — | — | $516K | 1.6% | |
| JPMORGAN U.S. EQUITY I | Registered Investment Companies | — | — | $446K | 1.3% | |
| PIMCO INV GR CRED BD I | Registered Investment Companies | — | — | $388K | 1.2% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $383K | 1.2% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $304K | 0.9% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $285K | 0.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $252K | 0.8% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $241K | 0.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $224K | 0.7% | |
| INVESCO EQV EM MKTS ALL CAP R5 | Registered Investment Companies | — | — | $184K | 0.6% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $158K | 0.5% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $125K | 0.4% | |
| ALLSPRING SPECIAL SC VAL INST | Registered Investment Companies | — | — | $119K | 0.4% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $98K | 0.3% | |
| FRANKLIN SM CAP GROWTH - ADV | Registered Investment Companies | — | — | $85K | 0.3% | |
| PGIM HIGH YIELD - Z | Registered Investment Companies | — | — | $64K | 0.2% | |
| TRANSAMERICA INTL SM CP VAL I | Registered Investment Companies | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
