What public Form 5500 filings show about the Carlson Wealth Advisors, Inc. DBA Carlson Wealth Advisors 401(k) plan — and how to find and check your own account.
Carlson Wealth Advisors, Inc. DBA Carlson Wealth Advisors (EIN 88-4411720) reports CARLSON WEALTH ADVISORS, INC. 401(K) PLAN on its most recent Form 5500, with $63K in plan assets across 2 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 Wealth Advisors, Inc. DBA Carlson Wealth Advisors filing — schedules, fees, and providers.
Carlson Wealth Advisors, Inc. DBA Carlson Wealth Advisors’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 Wealth Advisors, Inc. DBA Carlson Wealth AdvisorsHR for the recordkeeper’s name and login.
