How big is Carlson Law's plan?

Carlson Law's plan reported $550K in assets and 18 participants for 2024.

Original filing (PDF)20250425221346NAL0009574033055

Carlson Law

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

Form 5500-SF

FILING_RECEIVED

Carlson Law 401(k) Plan

401(k) retirement plan · Carlson Law's Carlson Law 401(k) Plan held $550K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$550K

Net assets (EOY)

$550K

Plan identifiers

Carlson Law's EIN is 82-1441343.

EIN 82-1441343

Plan number 001

Plan year 2024

ACK ID 20250425221346NAL0009574033055

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carlson Law's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 LAW.

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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.

Plan sponsor

Name

CARLSON LAW

EIN

all filings

Address

645 G STREET, SUITE 100 · #558 · ANCHORAGE, AK · 99501

Phone

(907) 677-8111

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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