How big is Carson, Clelland & Schreder, PLLP's plan?

Carson, Clelland & Schreder, PLLP's plan reported $2.5M in assets and 9 participants for 2024.

Original filing (PDF)20250716093928NAL0001840467001

Carson, Clelland & Schreder, PLLP

Name: Carson, Clelland & Schreder, PLLP — Carson, Clelland, Form 5500 (2024)
Creator: Carson, Clelland & Schreder, PLLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carson, Clelland & Schreder, PLLP 401(k) Plan

401(k) retirement plan · Carson, Clelland & Schreder, PLLP's Carson, Clelland & Schreder, PLLP 401(k) Plan held $2.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

DAWN Speltz signed Carson, Clelland & Schreder, PLLP's 2024 Form 5500 as plan administrator.

DAWN Speltz — 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

Carson, Clelland & Schreder, PLLP's EIN is 41-1356458.

EIN 41-1356458

Plan number 003

Plan year 2024

ACK ID 20250716093928NAL0001840467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carson, Clelland & Schreder, PLLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carson, Clelland & Schreder, PLLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARSON, CLELLAND & SCHREDER, PLLP.

Finding similar companies…

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