CARLSON GROUP ADVISORS, LLC
EIN 83-2062759AURORA, IL
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.
Plans filed
2
Participants
16
Total assets
$2.1M
A CARLSON GROUP ADVISORS, LLC employee? See the CARLSON GROUP ADVISORS, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 83-2062759
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| CGA, LLC CASH BALANCE PENSION PLAN | 002 | 8 | $1.7M |
| CGA LLC SUCCESS SHARING PLAN | 001 | 8 | $331K |
About this EIN
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?