CARSON GROUP HOLDINGS, LLC 401(k) Plan
What public Form 5500 filings show about the CARSON GROUP HOLDINGS, LLC 401(k) plan — and how to find and check your own account.
The CARSON GROUP HOLDINGS, LLC 401(k) on its latest Form 5500
CARSON GROUP HOLDINGS, LLC (EIN 37-1808406) reports CARSON WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $40.2M in plan assets across 416 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 CARSON GROUP HOLDINGS, LLC filing — schedules, fees, and providers.
Who runs the CARSON GROUP HOLDINGS, LLC 401(k)?
CARSON GROUP HOLDINGS, LLC’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 CARSON GROUP HOLDINGS, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PCS RETIREMENT, SAVANT CAPITAL MANAGEMENT, DWC - 401 K EXPERTS.
How to check your CARSON GROUP HOLDINGS, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CARSON GROUP HOLDINGS, LLC 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).