AUMdb

Carlson Testing, Inc. Employees Savings Trust

Sponsored by Carlson Testing, Inc. · EIN 930658577 · Plan #002

Total assets
$7.4M
Net assets
$7.4M
Active participants
95
With balances
118

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
Cpi Qualified Plan Consultants, Inc Recordkeeping, Consulting (pension), Participant loan processing $6,265