G.O. Carlson, Inc. Salaried Employees Pension Plan
Sponsored by G.O. Carlson, Inc. · EIN 230457636 · Plan #008
- Total assets
- $33.4M
- Net assets
- $33.4M
- Active participants
- 144
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Main Line Retirement Advisors, Llc CRD 284780 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Main Line Retirement Advisor Llc | Investment advisory (plan) | $63,387 |
| Definiti | Actuarial | $6,238 |