CURT Carlson, a SOLE Proprietor 401(k) Plan

The CURT Carlson, a SOLE Proprietor 401(k) on its latest Form 5500

CURT Carlson, a SOLE Proprietor (EIN 33-0509131) reports CURT CARLSON, A SOLE PROPRIETOR 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.3M in plan assets across 4 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 CURT Carlson, a SOLE Proprietor filing — schedules, fees, and providers.

Who runs the CURT Carlson, a SOLE Proprietor 401(k)?

CURT Carlson, a SOLE Proprietor’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 CURT Carlson, a SOLE ProprietorHR for the recordkeeper’s name and login.

How to check your CURT Carlson, a SOLE Proprietor 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask CURT Carlson, a SOLE Proprietor 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).