What public Form 5500 filings show about the Carlson Mechanical Company 401(k) plan — and how to find and check your own account.
Carlson Mechanical Company (EIN 86-0811363) reports THE CARLSON COMPANY 401(K) on its most recent Form 5500, with $1.7M in plan assets across 14 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 Mechanical Company filing — schedules, fees, and providers.
Carlson Mechanical Company’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 Mechanical CompanyHR for the recordkeeper’s name and login.
