How big is Carson Advisory, Inc.'s plan?

Carson Advisory, Inc.'s plan reported $3.6M in assets and 10 participants for 2024.

Original filing (PDF)20250812160914NAL0004416259001

Carson Advisory, Inc.

Name: Carson Advisory, Inc. — Carson Advisory 401(k) Plan, Form 5500 (2024)
Creator: Carson Advisory, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carson Advisory 401(k) Plan

401(k) retirement plan · Carson Advisory, Inc.'s Carson Advisory 401(k) Plan held $3.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Carson Advisory, Inc.'s EIN is 58-2478375.

EIN 58-2478375

Plan number 001

Plan year 2024

ACK ID 20250812160914NAL0004416259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carson Advisory, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carson Advisory, Inc.'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 ADVISORY, INC..

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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