What public Form 5500 filings show about the Carson Group Holdings, LLC 401(k) plan — and how to find and check your own account.
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.
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): DWC - 401 K EXPERTS, PCS RETIREMENT, SAVANT CAPITAL MANAGEMENT.
