How big is TS Carlson Management Group, LLC's plan?

TS Carlson Management Group, LLC's plan reported $493K in assets and 16 participants for 2024.

Original filing (PDF)20251010113202NAL0007621057001

TS Carlson Management Group, LLC

Name: TS Carlson Management Group, LLC — TS Carlson, Form 5500 (2024)
Creator: TS Carlson Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TS Carlson Management Group, LLC 401(k) Plan

Defined-contribution retirement plan · TS Carlson Management Group, LLC's TS Carlson Management Group, LLC 401(k) Plan held $493K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$493K

Net assets (EOY)

$493K

People on this filing

Richard Tatum signed TS Carlson Management Group, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

TS Carlson Management Group, LLC's EIN is 45-3742772.

EIN 45-3742772

Plan number 001

Plan year 2024

ACK ID 20251010113202NAL0007621057001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TS Carlson Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TS Carlson Management Group, LLC's plan includes profit-sharing, 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 TS CARLSON MANAGEMENT GROUP, LLC.

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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 (97th percentile).

Plan sponsor

Name

TS CARLSON MANAGEMENT GROUP, LLC

EIN

all filings

Address

6800 GATEWAY BLVD E BLDG 4AB · EL PASO, TX · 79915

Phone

(915) 779-7827

Industry

Health Care & Social Assistance

Plan administrator