CARLSON CAPITAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
31
Active participants
25,455
Total plan assets
$6.5B
Filings (rows)
31
Direct comp
$1.3M
Indirect comp
$0
Aggregating 2 name variants under "CARLSON CAPITAL"
SERVICES PROVIDED
Other21
Advisor / Consultant7
Broker3
Top plans served
All 31 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ANDERSEN CORPORATION ANDERSEN 401K PLAN | BAYPORT, MN | Other NONE | 13,271 | $1.5B | $6K |
| PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES RETIREMENT PLAN | MINNEAPOLIS, MN | Other NONE | 1,719 | $692.1M | $11K |
| PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES RETIREMENT PLAN | MINNEAPOLIS, MN | Other NONE | 1,655 | $584.0M | $8K |
| NORTON ROSE FULBRIGHT US LLP NORTON ROSE FULBRIGHT US LLP PENSION PLAN | HOUSTON, TX | Other INVESTMENT MGNT | 275 | $562.6M | $281K |
| NORTON ROSE FULBRIGHT US LLP NORTON ROSE FULBRIGHT US LLP PENSION PLAN | HOUSTON, TX | Other INVESTMENT MGNT | 181 | $497.9M | $221K |
| NORTON ROSE FULBRIGHT US LLP NORTON ROSE FULBRIGHT US LLP PENSION PLAN | HOUSTON, TX | Other INVESTMENT MGNT | 184 | $494.9M | $294K |
| PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES RETIREMENT PLAN | MINNEAPOLIS, MN | Other NONE | 1,713 | $482.9M | $7K |
| BILLERUD AMERICAS CORPORATION BILLERUD AMERICAS CORPORATION RETIREMENT SAVINGS PLAN FOR NON UNION EMPLOYEES | MIAMISBURG, OH | Broker SECURITIES BROKER | 847 | $360.2M | $8K |
| BILLERUD AMERICAS CORPORATION BILLERUD AMERICAS CORPORATION RETIREMENT SAVINGS PLAN FOR NON UNION EMPLOYEES | MIAMISBURG, OH | Broker SECURITIES BROKER | 881 | $333.5M | $7K |
| BILLERUD AMERICAS CORPORATION BILLERUD AMERICAS CORPORATION RETIREMENT SAVINGS PLAN FOR NON UNION EMPLOYEES | MIAMISBURG, OH | Broker SECURITIES BROKER | 860 | $301.4M | $8K |
| METROPOLITAN ANESTHESIA NETWORK, LLP METROPOLITAN ANESTHESIA NETWORK PROFIT SHARING PLAN | PLYMOUTH, MN | Other NONE | 529 | $274.0M | $7K |
| WINTHROP & WEINSTINE, P.A. WINTHROP & WEINSTINE, P.A. 401K PLAN & TRUST | MINNEAPOLIS, MN | Other INV ADV, PARTICIPANTS | 306 | $149.2M | $10K |
| EAR, NOSE & THROAT SPECIALTYCARE OF MINNESOTA, P.A. EAR, NOSE & THROAT SPECIALTYCARE OF MINNESOTA P.A. SECTION 401(K) PLAN AND TRUST | ST LOUIS PARK, MN | Other INV ADV, PARTICIPANTS | 79 | $45.3M | $22K |
| EAR, NOSE & THROAT SPECIALTYCARE OF MINNESOTA, P.A. EAR, NOSE & THROAT SPECIALTYCARE OF MINNESOTA, P.A. SECTION 401(K) PLAN AND | ST LOUIS PARK, MN | Other INV ADV, PARTICIPANTS | 73 | $40.7M | $11K |
| MHC SOFTWARE HOLDINGS, INC. MHC 401(K) PLAN | BURNSVILLE, MN | Other NONE | 121 | $24.6M | $35K |
| FRANK N. MAGID ASSOCIATES, INC FRANK N. MAGID ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISOR | 75 | $23.0M | $29K |
| MHC SOFTWARE HOLDINGS, INC. MHC 401(K) PLAN | BURNSVILLE, MN | Other NONE | 135 | $21.5M | $35K |
| MHC SOFTWARE HOLDINGS, INC. MHC 401(K) PLAN | BURNSVILLE, MN | Other NONE | 132 | $18.6M | $35K |
| DEERWOOD BANK DEERWOOD BANK 401(K) PLAN | MENDOTA HEIGHTS, MN | Other NONE | 177 | $15.7M | $6K |
| WATER RESOURCES GROUP, INC. WRG 401(K) PLAN & TRUST | DEERWOOD, MN | Other NONE | 192 | $15.5M | $6K |
| DEERWOOD BANK DEERWOOD BANK 401(K) PROFIT SHARING PLAN | WAITE PARK, MN | Other NONE | 169 | $13.2M | $30K |
| WATER RESOURCES GROUP, INC. WRG 401(K) PLAN & TRUST | DEERWOOD, MN | Other NONE | 174 | $12.4M | $32K |
| DISTINCTIVE FLORAL CO. DBA LEN BUSCH ROSES LEN BUSCH ROSES 401(K) RETIREMENT PLAN | PLYMOUTH, MN | Advisor / Consultant INVESTMENT ADVISOR | 228 | $10.7M | $23K |
| DEERWOOD BANK DEERWOOD BANK 401(K) PROFIT SHARING PLAN | WAITE PARK, MN | Other NONE | 171 | $10.5M | $35K |
| BURNETT DAIRY CO-OP BURNETT DAIRY CO-OP 401(K) PLAN | GRANTSBURG, WI | Advisor / Consultant INVESTMENT ADVISOR | 279 | $10.3M | $32K |
| WATER RESOURCES GROUP, INC. WRG 401(K) PLAN & TRUST | DEERWOOD, MN | Other NONE | 122 | $10.2M | $30K |
| BURNETT DAIRY CO-OP BURNETT DAIRY CO-OP 401(K) PLAN | GRANTSBURG, WI | Advisor / Consultant INVESTMENT ADVISOR | 239 | $9.8M | $19K |
| DISTINCTIVE FLORAL CO. DBA LEN BUSCH ROSES LEN BUSCH ROSES 401(K) RETIREMENT PLAN | PLYMOUTH, MN | Advisor / Consultant INVESTMENT ADVISOR | 235 | $9.1M | $63 |
| BURNETT DAIRY CO-OP BURNETT DAIRY CO-OP 401(K) PLAN | GRANTSBURG, WI | Advisor / Consultant INVESTMENT ADVISOR | 208 | $8.0M | $11K |
| DONDELINGER CHEVROLET, CADILLAC,INC. DONDELINGER CHEVROLET AND CADILLAC, INC. 401(K) PROFIT SHARING PLAN | BRAINERD, MN | Advisor / Consultant RIA | 128 | $2.8M | $12K |
| LORENZ CLINIC LLC LORENZ CLINIC 401(K) PLAN | VICTORIA, MN | Other NONE | 97 | $2.0M | $13K |