Carlson Wealth Advisors (EIN 35-1562061) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $936K in plan assets and 2 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Carlson Wealth Advisors Cash Balance Plan | 002 | 1 | $787K |
| Carlson Wealth Advisors 401(k) Plan | 001 | 1 | $149K |
35-1562061 is the Employer Identification Number (EIN) Carlson Wealth Advisors reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Indiana EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
