What public Form 5500 filings show about the Carlson Law 401(k) plan — and how to find and check your own account.
Carlson Law (EIN 82-1441343) reports CARLSON LAW 401(K) PLAN on its most recent Form 5500, with $550K in plan assets across 18 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 Law filing — schedules, fees, and providers.
Carlson Law’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Carlson LawHR for the recordkeeper’s name and login.
