What public Form 5500 filings show about the Carlson Environmental Consultants, PC 401(k) plan — and how to find and check your own account.
Carlson Environmental Consultants, PC (EIN 20-0471138) reports CARLSON ENVIRONMENTAL CONSULTANTS, PC 401(K) PLAN on its most recent Form 5500, with $7.4M in plan assets across 184 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Carlson Environmental Consultants, PC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Carlson Environmental Consultants, PC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL, EMPOWER ADVISORY GROUP, EMPOWER ANNUITY INSURANCE O, BLUE SKY 401 K SPECIALISTS.
