Derek Schell signed G. O. Carlson, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
G. O. Carlson, Inc.'s EIN is 23-0457636.
Download the official 2024 Form 5500 (PDF) for G. O. Carlson, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)G. O. Carlson, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOCUS PARTNERS WEALTH |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 90-0751149 |
| — |
| NONE |
| $12K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
