How big is Carlson McCain, LLC's plan?

Carlson McCain, LLC's plan reported $6.9M in assets and 28 participants for 2025.

Original filing (PDF)20260206131634NAL0012962594001

Carlson McCain, LLC

Name: Carlson McCain, LLC — Carlson McCain Retirement, Form 5500 (2025)
Creator: Carlson McCain, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlson McCain Retirement Savings Plan

401(k) retirement plan · Carlson McCain, LLC's Carlson McCain Retirement Savings Plan held $6.9M in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

Nicholas Bonow signed Carlson McCain, LLC's 2025 Form 5500 as plan administrator.

Nicholas Bonow — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carlson McCain, LLC's EIN is 04-3684414.

EIN 04-3684414

Plan number 001

Plan year 2025

ACK ID 20260206131634NAL0012962594001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carlson McCain, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carlson McCain, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLSON MCCAIN, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CARLSON MCCAIN, LLC

EIN

all filings

Address

16305 36TH AVE N, SUITE 600 · PLYMOUTH, MN · 554464270

Phone

(952) 346-3900

Industry

Engineering Services· Professional & Technical Services

Plan administrator