How big is W.E. Carlson Corporation's plan?

W.E. Carlson Corporation's plan reported $10.5M in assets and 57 participants for 2024.

Original filing (PDF)20250816113521NAL0006308515001

W.E. Carlson Corporation

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

Form 5500-SF

FILING_RECEIVED

W. E. Carlson Corporation 401(k) Plan

401(k) retirement plan · W.E. Carlson Corporation's W. E. Carlson Corporation 401(k) Plan held $10.5M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

People on this filing

Timothy Carlson signed W.E. Carlson Corporation's 2024 Form 5500 as plan administrator.

Timothy 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

W.E. Carlson Corporation's EIN is 36-2775411.

EIN 36-2775411

Plan number 001

Plan year 2024

ACK ID 20250816113521NAL0006308515001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

W.E. Carlson Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, 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 W.E. CARLSON CORPORATION.

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Plan health score

Above-average plan

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

Knocking points off