How big is Carlson Wealth Advisors' plan?

Carlson Wealth Advisors' plan reported $787K in assets and 1 participants for 2024.

Original filing (PDF)20251004234742NAL0003887424001

Carlson Wealth Advisors

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

Form 5500-SF

FILING_RECEIVED

Carlson Wealth Advisors Cash Balance Plan

Defined-benefit pension plan · Carlson Wealth Advisors' Carlson Wealth Advisors Cash Balance Plan held $787K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$787K

Net assets (EOY)

$787K

Plan identifiers

Carlson Wealth Advisors' EIN is 35-1562061.

EIN 35-1562061

Plan number 002

Plan year 2024

ACK ID 20251004234742NAL0003887424001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carlson Wealth Advisors' plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Plan is frozen (1I) — no new benefit accrual.

Helping the score