Carlson 401(k) Savings Plan
Sponsored by Carlson, Inc. · EIN 411626624 · Plan #002
- Total assets
- $72.1M
- Net assets
- $72.1M
- Active participants
- 113
- With balances
- 389
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $40,879 |
| Charles Schwab & Co., Inc | Shareholder servicing fees, Float revenue | $0 |