Carlson Capital, L.P.401(k)

Carlson Capital, L.P. reported $23,726 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.13% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,434th-largest of 5,688 plans among Texas employers on file, and the 2,270th of 4,798 in finance & insurance. active participation has shrunk from 45 to 29 since 2022.