How big is Carlson and Carlson Incorporated's plan?

Carlson and Carlson Incorporated's plan reported $9.9M in assets and 12 participants for 2024.

Original filing (PDF)20250515112505NAL0030561312001

Carlson and Carlson Incorporated

Name: Carlson and Carlson Incorporated — Carlson &, Form 5500 (2024)
Creator: Carlson and Carlson Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlson & Carlson, Inc. 401(k) Plan

401(k) retirement plan · Carlson and Carlson Incorporated's Carlson & Carlson, Inc. 401(k) Plan held $9.9M in plan assets for 12 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

People on this filing

Donald Freeman signed Carlson and Carlson Incorporated's 2024 Form 5500 as plan administrator.

Donald Freeman — 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 and Carlson Incorporated's EIN is 13-1250632.

EIN 13-1250632

Plan number 002

Plan year 2024

ACK ID 20250515112505NAL0030561312001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlson and Carlson Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlson and Carlson Incorporated'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 AND CARLSON INCORPORATED.

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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