How big is Carly Carlson CPA LLC's plan?

Carly Carlson CPA LLC's plan reported $332K in assets and 1 participants for 2024.

Original filing (PDF)20250416221003NAL0000501970094

Carly Carlson CPA LLC

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

Form 5500-SF

FILING_RECEIVED

WE Team LLC 401(k) Plan

401(k) retirement plan · Carly Carlson CPA LLC's WE Team LLC 401(k) Plan held $332K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$332K

Net assets (EOY)

$332K

People on this filing

QIAN LIU signed Carly Carlson CPA LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Carly Carlson CPA LLC's EIN is 38-4125555.

EIN 38-4125555

Plan number 001

Plan year 2024

ACK ID 20250416221003NAL0000501970094

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carly Carlson CPA LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

CARLY CARLSON CPA LLC

EIN

all filings

Address

8444 LITTLE RD · MINNEAPOLIS, MN · 55437

Phone

(503) 808-0875

Industry

Professional & Technical Services

Plan administrator