How big is Ivan Carlson & Associates, Inc.'s plan?

Ivan Carlson & Associates, Inc.'s plan reported $697K in assets and 13 participants for 2024.

Original filing (PDF)20250714123216NAL0002606210001

Ivan Carlson & Associates, Inc.

Name: Ivan Carlson & Associates, Inc. — Ivan Carlson &, Form 5500 (2024)
Creator: Ivan Carlson & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ivan Carlson & Associates 401(k) Salary Reduction Plan & Trust

401(k) retirement plan · Ivan Carlson & Associates, Inc.'s Ivan Carlson & Associates 401(k) Salary Reduction Plan & Trust held $697K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$697K

Net assets (EOY)

$697K

People on this filing

INES Grzeslo signed Ivan Carlson & Associates, Inc.'s 2024 Form 5500 as plan administrator.

INES Grzeslo — Plan Administrator — Form 5500 signer
TINA M. Carlson — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ivan Carlson & Associates, Inc.'s EIN is 36-2807739.

EIN 36-2807739

Plan number 001

Plan year 2024

ACK ID 20250714123216NAL0002606210001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ivan Carlson & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ivan Carlson & Associates, 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 IVAN CARLSON & ASSOCIATES, 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

Knocking points off