How big is Carlson Software, Inc.'s plan?

Carlson Software, Inc.'s plan reported $20.6M in assets and 117 participants for 2025.

Original filing (PDF)20260317102621NAL0002570960001

Carlson Software, Inc.

Name: Carlson Software, Inc. — Carlson Software, Inc., Form 5500 (2025)
Creator: Carlson Software, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlson Software, Inc. 401(k) Retirement Savings Plan

401(k) retirement plan · Carlson Software, Inc.'s Carlson Software, Inc. 401(k) Retirement Savings Plan held $20.6M in plan assets for 117 participants in 2025.

Active participants

117

Accounts w/ balance

Plan assets (EOY)

$20.6M

Net assets (EOY)

$20.6M

People on this filing

Katie Glanz signed Carlson Software, Inc.'s 2025 Form 5500 as plan administrator.

Katie Glanz — 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 Software, Inc.'s EIN is 61-1074583.

EIN 61-1074583

Plan number 001

Plan year 2025

ACK ID 20260317102621NAL0002570960001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carlson Software, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carlson Software, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 SOFTWARE, INC..

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score