How big is Carlson Residential, LLC's plan?

Carlson Residential, LLC's plan reported $556K in assets and 2 participants for 2024.

Original filing (PDF)20250415085745NAL0005504880001

Carlson Residential, LLC

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

Form 5500-SF

FILING_RECEIVED

Carlson Residential, LLC 401(k) Plan

401(k) retirement plan · Carlson Residential, LLC's Carlson Residential, LLC 401(k) Plan held $556K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$556K

Net assets (EOY)

$556K

People on this filing

MS. Connie Carlson signed Carlson Residential, LLC's 2024 Form 5500 as plan administrator.

MS. Connie Carlson — 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 Residential, LLC's EIN is 81-1301428.

EIN 81-1301428

Plan number 002

Plan year 2024

ACK ID 20250415085745NAL0005504880001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carlson Residential, LLC'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 RESIDENTIAL, 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