Plan Snapshot
- Plan Sponsor: Balyasny Asset Management, L.P.
- Sponsor EIN: 364486492
- Sponsor Address: 444 W. LAKE ST, 50TH FLOOR, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 1,393
- Total Assets: $263.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,393 | $263.0M | $4.8M | $29.6M |
| 2023 | 1,332 | $206.2M | $5.1M | $25.8M |
| 2022 | 1,083 | $141.0M | $3.2M | $17.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MILLER COOPER & COMPANY, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER COOPER & COMPANY, LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $83,689 | $19,029 | — | — | — |
| 2023 | $65,644 | $6,358 | — | — | — |
| 2022 | $76,332 | $2,095 | — | — | — |