How big is Carlson & Stewart Refrigeration, in's plan?

Carlson & Stewart Refrigeration, in's plan reported $9.8M in assets and 86 participants for 2024.

Original filing (PDF)20250617105545NAL0003591890001

Carlson & Stewart Refrigeration, in

Name: Carlson & Stewart Refrigeration, in — Carlson &, Form 5500 (2024)
Creator: Carlson & Stewart Refrigeration, in
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlson & Stewart Refrigeration, Inc. 401(k) Plan

401(k) retirement plan · Carlson & Stewart Refrigeration, in's Carlson & Stewart Refrigeration, Inc. 401(k) Plan held $9.8M in plan assets for 86 participants in 2024.

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

People on this filing

Jeremy Gossen signed Carlson & Stewart Refrigeration, in's 2024 Form 5500 as plan administrator.

Jeremy Gossen — 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 & Stewart Refrigeration, in's EIN is 41-0823311.

EIN 41-0823311

Plan number 002

Plan year 2024

ACK ID 20250617105545NAL0003591890001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carlson & Stewart Refrigeration, in'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 CARLSON & STEWART REFRIGERATION, IN.

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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