The Carlson Law Firm, P.C. 401(k) Plan
Sponsored by The Carlson Law Firm, P.C. · EIN 742216949 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 140
- With balances
- 182
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $7,176 |
| Charles Schwab Investment Mgmt Inc. | Securities brokerage | $1 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |
| Ameriprise Financial | Other services, Other fees | $0 |
| Mesirow Financial Investment Manage | Participant loan processing, Direct payment from the plan | $0 |