Carlson Legacy Group, LLC DBA Carlson Heating, Cooling & Electric Co. 401(k) Plan
What public Form 5500 filings show about the Carlson Legacy Group, LLC DBA Carlson Heating, Cooling & Electric Co. 401(k) plan — and how to find and check your own account.
The Carlson Legacy Group, LLC DBA Carlson Heating, Cooling & Electric Co. 401(k) on its latest Form 5500
Carlson Legacy Group, LLC DBA Carlson Heating, Cooling & Electric Co. (EIN 81-3072888) reports CARLSON HEATING & COOLING 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $0 in plan assets across 0 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 Legacy Group, LLC DBA Carlson Heating, Cooling & Electric Co. filing — schedules, fees, and providers.
Who runs the Carlson Legacy Group, LLC DBA Carlson Heating, Cooling & Electric Co. 401(k)?
Carlson Legacy Group, LLC DBA Carlson Heating, Cooling & Electric Co.’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 Legacy Group, LLC DBA Carlson Heating, Cooling & Electric Co.HR for the recordkeeper’s name and login.
How to check your Carlson Legacy Group, LLC DBA Carlson Heating, Cooling & Electric Co. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Carlson Legacy Group, LLC DBA Carlson Heating, Cooling & Electric Co. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).