CARLSON CAPITAL, L.P. 401(K) PLAN
Plan Contact
- Address: 2100 MCKINNEY AVENUE,,DALLAS,TX
- Contact person: MICHAEL BOYLE
- Phone: (214) 932-9632
Plan General Information
CARLSON CAPITAL, L.P. 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of CARLSON CAPITAL, L.P. 401(K) PLAN is $31,475,414.00.This plan was established in 1997.
CARLSON CAPITAL, L.P. 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in CARLSON CAPITAL, L.P. 401(K) PLAN is 144
CARLSON CAPITAL, L.P. 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for CARLSON CAPITAL, L.P. 401(K) PLAN is $218,579.00
CARLSON CAPITAL, L.P. 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for CARLSON CAPITAL, L.P. 401(K) PLAN is $4,596.00.
CARLSON CAPITAL, L.P. 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of CARLSON CAPITAL, L.P. 401(K) PLAN is 10.29%.
CARLSON CAPITAL, L.P. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for CARLSON CAPITAL, L.P. 401(K) PLAN is 17.15%. This measures the effectiveness of the plan participants' investments in the year.
CARLSON CAPITAL, L.P. 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of CARLSON CAPITAL, L.P. 401(K) PLAN is 0.07%.
Enrollment Features
CARLSON CAPITAL, L.P. 401(K) PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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