How big is Carlson Roofing Co., Inc.'s plan?

Carlson Roofing Co., Inc.'s plan reported $1.1M in assets and 9 participants for 2024.

Original filing (PDF)20250509123841NAL0009915811001

Carlson Roofing Co., Inc.

Name: Carlson Roofing Co., Inc. — Carlson Roofing Co., Form 5500 (2024)
Creator: Carlson Roofing Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlson Roofing Co., Inc. 401(k) Plan

401(k) retirement plan · Carlson Roofing Co., Inc.'s Carlson Roofing Co., Inc. 401(k) Plan held $1.1M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Carlson Roofing Co., Inc.'s EIN is 20-0950708.

EIN 20-0950708

Plan number 001

Plan year 2024

ACK ID 20250509123841NAL0009915811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlson Roofing Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlson Roofing Co., Inc.'s plan includes profit-sharing, 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 ROOFING CO., INC..

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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