Melissa Crowther signed Balyasny Asset Management, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Balyasny Asset Management, L.P.'s EIN is 36-4486492.
Download the official 2024 Form 5500 (PDF) for Balyasny Asset Management, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Balyasny Asset Management, L.P.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC | 36-3297908 | — | NONE | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $65.4M | 24.9% | |
| Vanguard 500 Index Fund Admiral Class | Common Collective Trusts | — | — | $49.6M | 18.9% | |
| Various Participant-Directed Brokerage Account Assets (exclusive of $18,183,913 in cash) | Self-Directed Brokerage | — | — | $47.2M | 17.9% | |
| JP Morgan Smart Retirement 2055 Fund | Other securities | — | — | $20.2M | 7.7% | |
| JP Morgan Smart Retirement 2045 Fund | Other securities | — | — | $15.2M | 5.8% | |
| JP Morgan Growth Advantage Fund | Other securities | — | — | $14.4M | 5.5% | |
| Fidelity Investments Select Technology Portfolio | Mutual Funds | — | — | $9.8M | 3.7% | |
| JP Morgan Smart Retirement 2035 Fund | Other securities | — | — | $9.7M | 3.7% | |
| JP Morgan Smart Retirement 2050 Fund | Other securities | — | — | $9.6M | 3.7% | |
| JP Morgan Smart Retirement 2040 Fund | Other securities | — | — | $8.2M | 3.1% | |
| Vanguard Small-Cap Index Fund; Admiral | Common Collective Trusts | — | — | $7.7M | 2.9% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $7.1M | 2.7% | |
| s (held by Charles Schwab Trust Bank) (Continued) Vanguard Total International Stock Index Fund | Mutual Funds | — | — | $7.1M | 2.7% | |
| GOLDMAN SACHS STB VAL COLLECT TR FD THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $4.7M | 1.8% | |
| Vanguard Short-Term Treasury Index Admiral | Mutual Funds | — | — | $2.6M | 1.0% | |
| Vanguard Intermediate-Term Treasury Index Admiral | Mutual Funds | — | — | $2.3M | 0.9% | |
| BlackRock High Yield Bond Portfolion Institutional | Other securities | — | — | $2.2M | 0.8% | |
| JP Morgan Smart Retirement 2030 Fund | Other securities | — | — | $2.2M | 0.8% | |
| Fidelity Investments Select Health Care Portfolio | Mutual Funds | — | — | $1.8M | 0.7% | |
| s (held by Charles Schwab Trust Bank) American Funds American Balanced Fund | Mutual Funds | — | — | $1.8M | 0.7% | |
| JP Morgan Smart Retirement 2060 Fund | Other securities | — | — | $1.8M | 0.7% | |
| American Funds New World | Mutual Funds | — | — | $1.7M | 0.6% | |
| Boston Partners ALLCAP Value Institutional | Other securities | — | — | $1.7M | 0.6% | |
| MFS INTL DIVERSIFICATION CL R6 Registered Investment Company | Mutual Funds | — | — | $1.6M | 0.6% | |
| Vanguard Real Estate Index Fund; Admiral | Common Collective Trusts | — | — | $1.5M | 0.6% | |
| Fidelity Investments Select Gold Portfolio | Mutual Funds | — | — | $1.5M | 0.6% | |
| Fidelity Investments Select Financial Services | Mutual Funds | — | — | $1.3M | 0.5% | |
| Fidelity Investments Select Energy Portfolio | Mutual Funds | — | — | $1.3M | 0.5% | |
| Fidelity Investments Select Utilities Portfolio | Mutual Funds | — | — | $1.3M | 0.5% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $1.2M | 0.4% | |
| JP Morgan Smart Retirement 2065 Fund | Other securities | — | — | $1.0M | 0.4% | |
| BlackRock Total Return Institutional | Other securities | — | — | $983K | 0.4% | |
| BlackRock Inflation Protected Bond Fund Institutional | Other securities | — | — | $947K | 0.4% | |
| Fidelity Investments Select Natural Resources Portfolio | Mutual Funds | — | — | $826K | 0.3% | |
| Participant loans Interest ranging from 6.00% to 10.50% - | Bonds / Notes | — | — | $630K | 0.2% | |
| JP Morgan Smart Retirement 2025 Fund | Other securities | — | — | $425K | 0.2% | |
| JP Morgan Smart Retirement Income Fund | Other securities | — | — | $270K | 0.1% | |
| JP Morgan Smart Retirement 2020 Fund | Other securities | — | — | $216K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC | 84-4519624 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4K | — |
