Back to filter
Original filing (PDF)20251014103417NAL0002638753001
CARLSON ENVIRONMENTAL CONSULTANTS, PC
Form 5500
FILING_RECEIVED
CARLSON ENVIRONMENTAL CONSULTANTS, PC 401(K) PLAN
401(k) retirement plan
Active participants
184
Accounts w/ balance
179
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARLSON ENVIRONMENTAL CONSULTANTS, PC.
Plan sponsor
Name
CARLSON ENVIRONMENTAL CONSULTANTS, PC
EIN
20-0471138
Address
305 SOUTH MAIN STREET · MONROE, NC · 28112
Phone
(704) 283-9765
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MURRAY GROUP CPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $13K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $100 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $733 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE SKY 401(K) SPECIALISTS INC | — | MATTHEWS, NC | TPA | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT | $10K | — |
Investments
23 direct securities · 1 pooled fund· $7.0M(94% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$7.0M
23 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Ascensus Vanguard Target Retirement 2050 Fund | — | — | — | $1.5M | 20.1% | |
| Ascensus Vanguard Target Retirement 2070 Fund | — | — | — | $961K | 13.0% | |
| Ascensus Vanguard 500 Index Adm | — | — | — | $839K | 11.3% | |
| Ascensus Vanguard Target Retirement 2060 Fund | — | — | — | $578K | 7.8% | |
| Ascensus Vanguard Target Retirement 2045 Fund | — | — | — | $428K | 5.8% | |
| Ascensus Vanguard Target Retirement 2065 Fund | — | — | — | $376K | 5.1% | |
| Ascensus Vanguard Growth Index Adm | — | — | — | $372K | 5.0% | |
| Ascensus Vanguard Target Retirement 2055 Fund | — | — | — | $318K | 4.3% | |
| Ascensus Vanguard Target Retirement 2035 Fund | — | — | — | $312K | 4.2% | |
| Ascensus Vanguard Balanced Index Adm | — | — | — | $309K | 4.2% | |
| Ascensus Vanguard Mid Cap Index Adm | — | — | — | $273K | 3.7% | |
| Ascensus Vanguard Small-Cap Index Adm | — | — | — | $188K | 2.5% | |
| Ascensus Vanguard Target Retirement 2040 Fund | — | — | — | $173K | 2.3% | |
| Ascensus Vanguard Small-Cap Growth Index Adm | — | — | — | $126K | 1.7% | |
| Ascensus Vanguard Small-Cap Value Index Adm | — | — | — | $78K | 1.1% | |
| Ascensus Vanguard Federal Money Market Inv | — | — | — | $52K | 0.7% | |
| Ascensus Vanguard Value Index Adm | — | — | — | $50K | 0.7% | |
| Ascensus Vanguard Total Intl Stock Index Adm | — | — | — | $30K | 0.4% | |
| Ascensus Vanguard Real Estate Index Adm | — | — | — | $11K | 0.2% | |
| Ascensus Vanguard Target Retirement 2030 Fund | — | — | — | $7K | <0.1% | |
| Ascensus Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $4K | <0.1% | |
| Ascensus Vanguard Total Bond Market Index Adm | — | — | — | $4K | <0.1% | |
| Ascensus Vanguard Target Retirement Income Fund | — | — | — | $2K | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Engineering Services plans
SELECTTECH SERVICES CORPORATION
SELECTTECH 401K PLAN
$7.4M · 157 participants
JONES EDMUNDS & ASSOCIATES, INC.
JONES EDMUNDS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$7.4M · 123 participants
AVERNA TEST SYSTEMS, INC.
AVERNA TEST SYSTEMS 401(K) PLAN
$7.4M · 75 participants
MOCK, ROOS & ASSOCIATES, INC.
MOCK, ROOS & ASSOCIATES, INC. 401(K) PLAN
$7.4M · 29 participants
NOVA CONSULTING, INC.
NOVA CONSULTING, INC. 401(K) PLAN
$7.4M · 74 participants
JD2 ENVIRONMENTAL INC 401K PLAN
JD2 ENVIRONMENTAL, INC. 401(K) PLAN
$7.4M · 13 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants