CARLSON CAPITAL, L.P. 401(K) PLAN

At the end of 2022, the total retirement plan assets of CARLSON CAPITAL, L.P. 401(K) PLAN is $28,539,965.This plan was established in 1997.

At the end of 2022, the total number of retirement plan participants in CARLSON CAPITAL, L.P. 401(K) PLAN is 163

In 2022, the average participant retirement account value for CARLSON CAPITAL, L.P. 401(K) PLAN is $175,091

In 2022, the estimated average employee contribution amount per participant for CARLSON CAPITAL, L.P. 401(K) PLAN is $5,318

In 2022, the total retirement plan asset growth rate of CARLSON CAPITAL, L.P. 401(K) PLAN is -27.94%

In 2022, the estimated aggregate retirement account investment gain/loss for CARLSON CAPITAL, L.P. 401(K) PLAN is -16.78%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of CARLSON CAPITAL, L.P. 401(K) PLAN is 0.15%.

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.