Carlson Environmental Consultants, PC's EIN is 20-0471138.
Download the official 2024 Form 5500 (PDF) for Carlson Environmental Consultants, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carlson Environmental Consultants, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| 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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ascensus Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.5M | 20.1% | |
| Ascensus Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $961K | 13.0% | |
| Ascensus Vanguard 500 Index Adm | Common Collective Trusts | — | — | $839K | 11.3% | |
| Ascensus Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $578K | 7.8% | |
| Ascensus Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $428K | 5.8% | |
| Ascensus Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $376K | 5.1% | |
| Ascensus Vanguard Growth Index Adm | Mutual Funds | — | — | $372K | 5.0% | |
| Ascensus Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $318K | 4.3% | |
| Ascensus Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $312K | 4.2% | |
| Ascensus Vanguard Balanced Index Adm | Mutual Funds | — | — | $309K | 4.2% | |
| Ascensus Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $273K | 3.7% | |
| Ascensus Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $188K | 2.5% | |
| Ascensus Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $173K | 2.3% | |
| Ascensus Vanguard Small-Cap Growth Index Adm | Mutual Funds | — | — | $126K | 1.7% | |
| Ascensus Vanguard Small-Cap Value Index Adm | Mutual Funds | — | — | $78K | 1.1% | |
| Ascensus Vanguard Federal Money Market Inv | Mutual Funds | — | — | $52K | 0.7% | |
| Ascensus Vanguard Value Index Adm | Mutual Funds | — | — | $50K | 0.7% | |
| Ascensus Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $30K | 0.4% | |
| Ascensus Vanguard Real Estate Index Adm | Mutual Funds | — | — | $11K | 0.2% | |
| Ascensus Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Ascensus Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $4K | <0.1% | |
| Ascensus Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $4K | <0.1% | |
| Ascensus Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $2K | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $733 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE SKY 401(K) SPECIALISTS INC | — | MATTHEWS, NC | TPA | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT | $10K | — |
