How big is Carlson Law Group, Inc.'s plan?

Carlson Law Group, Inc.'s plan reported $4.7M in assets and 13 participants for 2025.

Original filing (PDF)20260511154435NAL0007666592001

Carlson Law Group, Inc.

Name: Carlson Law Group, Inc. — Carlson Law Group 401(k), Form 5500 (2025)
Creator: Carlson Law Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlson Law Group 401(k) Plan

401(k) retirement plan · Carlson Law Group, Inc.'s Carlson Law Group 401(k) Plan held $4.7M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Mark Carlson signed Carlson Law Group, Inc.'s 2025 Form 5500 as plan administrator.

Mark 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

Carlson Law Group, Inc.'s EIN is 20-2175021.

EIN 20-2175021

Plan number 001

Plan year 2025

ACK ID 20260511154435NAL0007666592001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carlson Law Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carlson Law Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 LAW GROUP, 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