How big is Carlson Group Advisors, LLC's plan?

Carlson Group Advisors, LLC's plan reported $331K in assets and 8 participants for 2024.

Original filing (PDF)20251010011105NAL0011848208001

Carlson Group Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

CGA LLC Success Sharing Plan

401(k) retirement plan · Carlson Group Advisors, LLC's CGA LLC Success Sharing Plan held $331K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$331K

Net assets (EOY)

$331K

Plan identifiers

Carlson Group Advisors, LLC's EIN is 83-2062759.

EIN 83-2062759

Plan number 001

Plan year 2024

ACK ID 20251010011105NAL0011848208001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carlson Group Advisors, 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 GROUP ADVISORS, 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 (90th percentile).

Plan sponsor

Name

CARLSON GROUP ADVISORS, LLC

EIN

all filings

Address

966 CORPORATE BLVD. · SUITE 150 · AURORA, IL · 60502

Phone

(630) 613-5022

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator