How big is Carlson BECK, LLC's plan?

Carlson BECK, LLC's plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250729002349NAL0003097216001

Carlson BECK, LLC

Name: Carlson BECK, LLC — Carlson BECK, LLC 401(k) Plan, Form 5500 (2024)
Creator: Carlson BECK, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlson BECK, LLC 401(k) Plan

401(k) retirement plan · Carlson BECK, LLC's Carlson BECK, LLC 401(k) Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Sally Carlson signed Carlson BECK, LLC's 2024 Form 5500 as plan administrator.

Sally 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 BECK, LLC's EIN is 27-3226278.

EIN 27-3226278

Plan number 001

Plan year 2024

ACK ID 20250729002349NAL0003097216001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carlson BECK, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLSON BECK, LLC.

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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