How big is Dr. Torrey J. Carlson & Associates' plan?

Dr. Torrey J. Carlson & Associates' plan reported $2.6M in assets and 76 participants for 2024.

Original filing (PDF)20250907144017NAL0011476211001

Dr. Torrey J. Carlson & Associates

Name: Dr. Torrey J. Carlson & Associates — Dr. Torrey J., Form 5500 (2024)
Creator: Dr. Torrey J. Carlson & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Torrey J. Carlson & Associates 401(k) Plan

401(k) retirement plan · Dr. Torrey J. Carlson & Associates' Dr. Torrey J. Carlson & Associates 401(k) Plan held $2.6M in plan assets for 76 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

AMY L Carlson signed Dr. Torrey J. Carlson & Associates' 2024 Form 5500 as plan administrator.

AMY L Carlson — 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

Dr. Torrey J. Carlson & Associates' EIN is 20-0096932.

EIN 20-0096932

Plan number 001

Plan year 2024

ACK ID 20250907144017NAL0011476211001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Torrey J. Carlson & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Torrey J. Carlson & Associates' plan includes a default investment (QDIA), a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off