# Balyasny Asset Management, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/balyasny-asset-management-l-p-401k-plan

> Balyasny Asset Management, L.P.'s 401(k) plan: 1,393 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$68,615|—|$68,615|

| MORNINGSTAR INC|NONE|$6,742|—|$6,742|

| CREATIVE PLANNING HOLDCO LLC|NONE|$5,045|—|$5,045|

| MILLER COOPER & COMPANY, LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORNINGSTAR INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [CREATIVE PLANNING HOLDCO LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [MILLER COOPER & COMPANY, LTD.](https://planprovider.pro/provider/miller-cooper-and-co-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $80,402

- **Estimated Expense Ratio:** 0.031% of plan assets

### 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/balyasny-asset-management-l-p-401k-plan)

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