· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CARSON, CLELLAND & SCHREDER, PLLP — CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250716093928NAL0001840467001
CARSON, CLELLAND & SCHREDER, PLLP
Form 5500-SF
FILING_RECEIVED
CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
11
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CARSON, CLELLAND & SCHREDER, PLLP
.
Find decision makers
Plan sponsor
Name
CARSON, CLELLAND & SCHREDER, PLLP
EIN
41-1356458
Address
6160 SUMMIT DRIVE N. · SUITE 345 · MINNEAPOLIS, MN · 554302108
Phone
(763) 561-2800
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
UNITED EMPLOYEES LAW GROUP, PC
UNITED EMPLOYEES LAW GROUP, PC 401(K) PS
$2.5M · 5 participants
TAYLOR NELSON AMITRANO LLP
LAW OFFICES OF A. LAVAR TAYLOR, LLP. CASH BALANCE PLAN
$2.5M · 11 participants
CREW JANCI LLP
CREW JANCI LLP CASH BALANCE PLAN
$2.5M · 5 participants
BARBARA M. BRAND ATTORNEY AT LAW
BARBARA M. BRAND ATTORNEY AT LAW DEFINED BENEFIT PENSION PLAN
$2.5M · 1 participants
BURNER PRUDENTI LAW, P.C
BURNER LAW GROUP, P.C. DEFINED BENEFIT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.5M · 10 participants
SORENSON LAW FIRM LLC
SORENSON LAW FIRM LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.5M · 17 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
