Carlson Group Advisors, LLC (EIN 83-2062759) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.1M in plan assets and 16 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| CGA, LLC Cash Balance Pension Plan | 002 | 8 | $1.7M |
| CGA LLC Success Sharing Plan | 001 | 8 | $331K |
83-2062759 is the Employer Identification Number (EIN) Carlson Group Advisors, LLC 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 Illinois EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
