Bradley Hall signed Carlson, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carlson, Inc.'s EIN is 41-1626624.
Download the official 2024 Form 5500 (PDF) for Carlson, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carlson, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SSGA S&P 500 Index | Common Collective Trusts | — | — | $37.9M | 52.6% | |
| STATE STREETS&P 500 INDX SL SF CL I STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 065 | Common Collective Trust | — | — | $37.9M | 52.6% | |
| State Street State Street Russell Small/Medium Index | Other securities | — | — | $8.8M | 12.2% | |
| SS RUSL SML MD CAP SL SF CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $8.8M | 12.2% | |
| INVESCO STABLE VALUE FUND INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $6.4M | 8.9% | |
| Dodge & Cox Dodge & Cox International Stock X | Mutual Funds | — | — | $5.9M | 8.2% | |
| Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $5.3M | 7.4% | |
| WTC-CIF II SMALL CAP OPP PORTFOLIO WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 012 | Common Collective Trust | — | — | $3.1M | 4.3% | |
| State Street State Street Global A Cap Equity | Other securities | — | — | $2.2M | 3.1% | |
| SSG ALL CAP EQ EX-U.C.IND SLSFCL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $2.2M | 3.1% | |
| Various Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $1.1M | 1.6% | |
| State Street State Street US Protect Bond Index | U.S. Treasuries | — | — | $1.0M | 1.4% | |
| SS U.S. INFL PROT BD INDX NL SFCL A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 076 | Common Collective Trust | — | — | $1.0M | 1.4% | |
| State Street State Street US Bond Index | Other securities | — | — | $233K | 0.3% | |
| SS U.S. BOND IND SL SF CL XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $233K | 0.3% | |
| Participants Rates from 4.25% to 8.25% - | Bonds / Notes | — | — | $25K | <0.1% |
