How big is Carlson Refrigeration DBA Lakeshore Ice's plan?

Carlson Refrigeration DBA Lakeshore Ice's plan reported $2.2M in assets and 11 participants for 2024.

Original filing (PDF)20250909110822NAL0012547827001

Carlson Refrigeration DBA Lakeshore Ice

Name: Carlson Refrigeration DBA Lakeshore Ice — Form 5500 Plan 001 (2024)
Creator: Carlson Refrigeration DBA Lakeshore Ice
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lakeshore Ice, Inc. Carlson Refrigeration 401(k) Plan

401(k) retirement plan · Carlson Refrigeration DBA Lakeshore Ice's Lakeshore Ice, Inc. Carlson Refrigeration 401(k) Plan held $2.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Cindy Taraldsen signed Carlson Refrigeration DBA Lakeshore Ice's 2024 Form 5500 as plan administrator.

Cindy Taraldsen — 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 Refrigeration DBA Lakeshore Ice's EIN is 41-1747105.

EIN 41-1747105

Plan number 001

Plan year 2024

ACK ID 20250909110822NAL0012547827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlson Refrigeration DBA Lakeshore Ice from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlson Refrigeration DBA Lakeshore Ice's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 REFRIGERATION DBA LAKESHORE ICE.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

CARLSON REFRIGERATION DBA LAKESHORE ICE

EIN

all filings

Address

602 OGDEN AVENUE · SUPERIOR, WI · 54880

Phone

(888) 943-2665

Industry

Wholesale Trade

Plan administrator